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Montage Wealth Management achieves CISI Accredited Financial Planning Firm™ status

  • By Andrew Sullivan
  • News

Peter Montague, CEO of Montage Wealth Management, which has been accredited by CISI.


 

Montage joins an exclusive list of 71 firms which have demonstrated their professionalism by meeting the highest standards of excellence in financial planning.

Montague said: “We are absolutely delighted to be awarded Accredited Financial Planning Firm™ status. Having started 2019 by winning three awards at the Professional Adviser Awards, we have now simultaneously become an Accredited Financial Planning Firm™ and achieved corporate Chartered Financial Planner status with the CII. It was imperative for us to achieve the two highest financial planning distinctions as a firm, and we are delighted that all the hard work the Montage family have put in has come to fruition.”

Jacqueline Lockie CFP™ Chartered FCSI, Head of Financial Planning at the CISI said: “It is fantastic to welcome Montage Wealth Management as an Accredited Financial Planning Firm™. It is impressive to see their desire and commitment to raising standards throughout the firm and this demonstrates the high levels of service that all our Accredited Financial Planning Firm™ offer to their clients.”


 

To find out more about becoming a CISI Accredited Financial Planning Firm™, please contact financial.planning@cisi.org

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