Yorkshire based Glennan Wealth Management achieves CISI Accredited Financial Planning FirmTM status

By Lora Benson | May 26, 2016

The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Glennan Wealth Management based in Leeds has become a CISI Accredited Financial Planning FirmTM .

This means that Glennan Wealth Management have joined an elite list of 76 Accredited Firms  which have demonstrated their professionalism by meeting the highest standards of excellence in Financial Planning.

For a firm to become an Accredited Financial Planning FirmTM   it must:

  • evidence that it meets strict criteria in relation to the delivery of financial planning
  • place clients at the heart of its business proposition and ensure they receive consistently excellent service
  • re-confirm it meets the standards on an annual basis to retain its Accredited Financial Planning FirmTM status.

In addition, at least 50% of the firm’s FCA registered advisers must be qualified as a  CERTIFIED FINANCIAL PLANNERTM (CFPTM)   professional or Chartered Financial Planner (with AF5). At least one director/partner of the firm must be a current CFPTM professional.

Consumers can find the list of Accredited Firms in their area by accessing the CISI’s Wayfinder listing at http://www.financialplanning.org.uk/wayfinder and insert their post code.

Lee Glennan of Glennan Wealth Management said: “I am really proud to see our little Yorkshire based, family practice join such prestigious company in becoming the UK’s 76th Accredited Financial Planning Firm! It’s a great pleasure to work in such a wonderful profession. What success we had has been due in no small part to the kindness, generosity and encouragement of our peers.”

Sam Rees-Adams, CISI’s Head of External Accreditation said: “We are extremely pleased to welcome Glennan Wealth Management as our latest Accredited Financial Planning FirmTM.  They have been accepted into an elite group of firms by meeting a range of strict criteria, all of which are genuine indicators of quality.  They have joined our register of firms by demonstrating dedication to putting the client at the centre of their business. We congratulate them on joining the Accredited Financial Planning FirmTM community.”

If a financial planning firm wishes to apply to become a CISI Accredited Financial Planning FirmTM please contact sam.rees-adams@cisi.org