Montage Wealth Management achieves CISI Accredited Financial Planning FirmTM status

by Lora Benson | May 29, 2019
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The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Montage Wealth Management based in Chelmsford, Essex has achieved Accredited Financial Planning FirmTM status.

The firm has joined an exclusive list of 71 Accredited Financial Planning 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, 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 Firms in their area by accessing the CISI’s Wayfinder website and insert their post code.

Peter Montague, Chartered FCSI, CEO of Montage Wealth Management (right) 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, including the coveted Adviser Firm of the Year (Whole of UK), 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.

“We are strongly committed to the training and development of our staff to the highest standards, and an important part of that is the CISI CFP™ Programme, which focusses on planning with real purpose. We share the same philosophy towards financial planning as CISI, and we have made some further positive changes to our financial planning reports and process following our wealth managers’ experience with their CFP™ Case Study this year. We currently have two CFP™ Wealth Managers in our team, and I am a Chartered Wealth Manager myself. More of our team are taking the CFP exams this year, and we are also aiming for all seven of our Wealth Managers to achieve Chartered MCSI or FCSI at the end of this year.”

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.”

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