Sheraton Financial Planning of Hampshire becomes CISI Accredited Financial Planning FirmTM ​

by Lora Benson | Mar 14, 2019

 

The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Sheraton Financial Planning based in Fareham, Hampshire has become a CISI Accredited Financial Planning FirmTM.

This means that Sheraton Financial Planning have joined an elite list of 71 Accredited Firms which have demonstrated their professionalism by meeting the highest standards of excellence in Financial Planning.

(Pictured: Jason Eldrid CFP™ Chartered MCSI)

140319JasonEldridCFP

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, the firm’s individual or supervisor of team in charge of all FCA registered financial planners offering a financial planning service must be qualified as a CERTIFIED FINANCIAL PLANNERTM professional or

  • The majority of the financial planners in the company are CERTIFIED FINANCIAL PLANNERTM professionals.
  • Consumers can find the list of Accredited Firmsin their area by accessing the CISI’s Wayfinder listing through our website and insert their post code.

Jason Eldrid CFP™ Chartered MCSI, the director of Sheraton Financial Planning, said: “In the continual development of Sheraton FP, accreditation demonstrates our pursuit of excellence in everything we do for clients in delivering a lifestyle financial planning service, with the objective of supporting clients to achieve their lifetime goals.”

Jacqueline Lockie CFP™ Chartered FCSI, the Head of Financial Planning at the CISI said: “It’s a pleasure to have Sheraton Financial Planning as an Accredited Financial Planning Firm™.  As a firm they have not only met the strict entry criteria, but they have demonstrated their commitment to the highest level of financial planning excellence’.

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