by Lauren Johnson
The Chartered Institute for Securities & Investment (CISI) is delighted to confirm that Nine Wealth Management has achieved CISI Chartered Firm™ status.
CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism. Firms must meet several rigorous criteria to achieve the prestigious accreditation, including having an appropriate professional development programme that aligns with the CISI’s continuing professional development requirements.
Nine Wealth Management, based in Cardiff, Wales, has over 30 years of industry experience covering various aspects of wealth management, including financial cash flow modelling.
Andrew Booth, CFP™ Chartered MCSI, pictured third from left, founder of Nine Wealth Management, said: “Achieving CISI Chartered Firm™ status is a significant milestone and the culmination of many years of dedicated work. It places us among the elite financial planning practices in the UK and clearly reflects our ongoing commitment to excellence.
“It represents our focus on doing what is right for our clients and affirms our promise to deliver the highest standards of professionalism, integrity, and client care, providing peace of mind and confidence in the financial journey ahead.”
Tracy Vegro OBE, CISI chief executive, said: “It is a pleasure to welcome Nine Wealth Management to our prestigious list of firms holding CISI Chartered Firm™ status. This achievement signifies their commitment to excellence and dedication to continuing professional development, which is central to upholding the highest professional standards.”
Those interested in learning more about becoming a CISI Chartered Firm™ should contact charteredfirms@cisi.org.