Three new UK financial planning firms achieve CISI Accredited Financial Planning Firm status

By Lora Benson | Jul 18, 2023

Three new UK financial planning businesses have joined the CISI exclusive list of Accredited Financial Planning Firms (AFPF).

Staffordshire-based Oakfour, Santorini Financial Planning in Leicestershire and Empower Partners in London have all achieved AFPF status demonstrating professionalism by meeting the highest standards of excellence in financial planning.

This brings the total number of CISI, UK-wide Accredited Financial Planning Firms to 58.

Consumers can find the list of AFPFs in their area by accessing the CISI’s website Wayfinder.

Chris Morris, Chartered MCSI, CISI Head of Financial Planning Policy and Engagement, said: “It’s a huge pleasure to welcome these three firms to the CISI AFPF community. Their clients can be reassured that these firms have reached the pinnacle of professionalism in achieving CISI AFPF accreditation. They are leaders in their profession, and helping clients achieve their life goals is at the heart of the AFPF service.”

Kevin Wood, CFPTM MCSI (left) of Oak Four, said: “We are thrilled to have become an Accredited Financial Planning Firm™, a prestigious designation awarded by the Chartered Institute for Securities & Investment (CISI). This recognition is a testament to our unwavering commitment to providing our clients with the highest financial planning advice and service.

“We would like to thank our clients for their trust and confidence in our team. We look forward to continuing to serve them with the same level of commitment, expertise, and excellence that has helped to earn us the Accredited Financial Planning Firm™ designation”. 

Matthew Walne, CFP™ Chartered MCSI (right) of Santorini, said: “Achieving the CFPTM was the pinnacle of my personal career to date, achieving Accredited Financial Planning Firm status is now the pinnacle for my firm, Santorini Financial Planning Ltd to date. To be considered amongst the very best financial planning firms in the UK is a real honour. It's great to be recognised for my firm’s commitment to providing a comprehensive financial planning proposition. Hopefully, as a result, our clients have increased confidence in my firm’s ability to help them achieve and maintain their lifestyle.” 

Paul Jardine, Managing Partner of Empower Partners (left), said: “We started Empower in 2021 as an innovative wealth management business with a mission to empower as many people as possible to make better financial decisions. We’re all immensely proud to have achieved the milestone of being recognised as a CISI Accredited Financial Planning Firm. Their recognition demonstrates our commitment to providing all our clients with a comprehensive financial planning service to help them achieve their financial goals.”

Those interested in applying to become a CISI Accredited Financial Planning Firm should contact