CISI has announced that Collingbourne Wealth Management Ltd based in Winchester has achieved Accredited Financial Planning Firm status.
The firm has joined an exclusive list of 70 Accredited Financial Planning Firms which have demonstrated their professionalism by meeting the highest standards of excellence in financial planning.
Martin Strutt CFP, Chartered MCSI, (pictured), founder of Collingbourne Wealth Management said: “It is remarkable that most of the best financial planning firms it has been my privilege to know have now gained CISI Accredited Financial Planning Firm status. I am delighted that Collingbourne has been assessed and found worthy of joining that elite group of 70 firms nationwide.”
Jacqueline Lockie CFP, Chartered FCSI, Head of Financial Planning at CISI said: “I welcome Collingbourne Wealth Management as one of our Accredited Financial Planning Firms. It is great for CISI and for the profession as a whole to see more firms recognising the value of seeking this accreditation and the value that having Certified Financial Planners in firms giving a comprehensive cashflow financial planning service to clients can bring.”