Accredited Financial Planning FirmsTM demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK. They deliver a comprehensive financial planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.

Current Accredited Financial Planning FirmsTM

How will your firm benefit?

Becoming an Accredited Financial Planning Firm will help build your brand awareness and gain greater professional recognition and commercial success. Benefits include:


The accreditation process

If you're an ambitious organisation focused on financial planning, becoming an Accredited Financial Planning FirmTM should be your goal.

We’ve developed specific criteria to identify firms that offer a full financial planning service and we will ask you to demonstrate that your firm meets the criteria on application and thereafter on an annual basis. This will ensure our Accredited Financial Planning Firms' register provides consumers with a list of firms that offer a consistently high level of service and that they can understand and trust. View the full accreditation criteria

Application submitted with evidence
Internal review and comments back and forth
Criteria met: sent to FP Forum for approval
Inclusion on website and Register
Invoice and payment
Application approved
Annual renewal and re-confirmation

Fees

The cost of being an Accredited Firm is £750 + £25/£75 per registered adviser, depending on whether they are CISI members or not. This fee is paid initially at the point of being approved as an Accredited Financial Planning FirmTM and at annual renewal thereafter.

Applications and renewals

To find out more about becoming an Accredited Financial Planning Firm or renewing, please contact:

Jacqueline Lockie CFPTM Chartered FCSI
Head of Financial Planning
+44 20 7645 0692
Jackie.Lockie@cisi.org