Three firms have gained the Chartered Institute for Securities and Investment’s Chartered Firm status, awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.
Manchester-based Depledge Strategic Wealth Management, Jersey and Guernsey-based Titan Wealth and Dubai-based Abacus Financial Consultants have all achieved CISI Chartered Firm status.
Firms must meet rigorous criteria to achieve the prestigious accreditation, including having a professional development programme that aligns with the CISI’s continuing professional development (CPD) requirements.
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Andrew Day, founder of Depledge Strategic Wealth Management said: “Achieving CISI Chartered Firm status is a significant part of our journey to build a firm that is synonymous with high level Financial Planning advice and service. This is the accumulation of many years of hard work.”
Four Planners at the Manchester company have qualified at the CFP level and two others are working on the qualification.
Mark Bousfield, managing director, Titan Wealth, said: “Becoming a CISI Chartered Firm marks an important achievement for Titan Wealth in the Channel Islands and reflects the sustained effort our team has made over many years to uphold the highest professional standards.”
Con Lillis, chief executive officer of Abacus Financial Consultants, said: “Being recognised as a CISI Chartered Firm by the CISI is a proud moment for our entire team. Our advisers are committed to maintaining the highest standards in the industry, and this recognition demonstrates the strength of that commitment.”
Tracy Vegro, CISI chief executive, said: “We are delighted to welcome Depledge Strategic Wealth Management, Titan Wealth and Abacus Financial Consultants to our global CISI community.”
Those interested in learning more about becoming a CISI Chartered Firm should contact