Justin awarded new CISI Fellow (Financial Planning) accreditation

The pinnacle of financial planning qualifications

Justin has been awarded the prestigious Chartered Fellow (Financial Planning) status by The Chartered Institute for Securities & Investment (CISI), the most highly regarded designation for those working in the Finance Planning profession.

This latest designation is only available to financial advisers who are qualified to Chartered Financial Planner level (Level 6) and also hold the Certified Financial Planner (CFP®) qualification (which is a Level 7 Diploma in Advanced Financial Planning). The minimum qualification now required to provide financial advice in the UK is the Diploma, equivalent to Level 4.

The CFP® qualification is the gold standard in true financial planning. A rigorous exam involving a complex case study and full written financial plan, there are only around 1,000 UK advisers who have reached the standard, and fewer still hold both CFP® and Chartered Financial Planner status.

Justin being awarded this designation is simply further evidence of his continued focus on always putting clients first, and focusing on the person first and foremost, not the money.