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By Lora Benson
UK firm Stalworth Wealth based in Staffordshire and Ifamax Wealth Management based in Bristol have achieved CISI Accredited Financial Planning Firm™ status. Professional membership body and educational charity the Chartered Institute for Securities & Investment (CISI) now recognises both these firms as leaders in the financial planning profession.
The total number of UK-wide firms with CISI Accredited Financial Planning Firm™ status is now 53. Firms must meet rigorous CISI criteria to become accredited. Those who achieve the status have all demonstrated a commitment to excellence in providing a comprehensive, holistic financial planning service and fostering high ethical standards by having policies in place that align with the CISI’s Code of Conduct. They also become part of a community that shares best practices, thereby gaining consumer confidence.
Chris Morris Chartered MCSI, CISI head of financial planning, policy and engagement, said: “We are delighted to welcome Stalworth Wealth and Ifamax Wealth Management as newly Accredited Financial Planning Firms. Each has shown a strong dedication to client-focused advice, delivered by CERTIFIED FINANCIAL PLANNER™ professionals. Congratulations to both firms on joining the CISI Accredited Financial Planning Firm™ community.”
Peter Stalworth CFP™ Chartered MCSI Chartered Wealth Manager and Managing Director of Stalworth Wealth (left, centre) said: “We are proud to have been awarded Accredited Financial Planning Firm™ status by the CISI. This recognition reflects our unwavering commitment to delivering the highest standards of financial planning and ethical advice. At Stalworth Wealth, our mission has always been to help clients plan a future they deserve, and this accreditation reinforces the trust and confidence they can place in us.”
Ashton Chritchlow CFP™ Chartered FCSI (Financial Planning) Chartered Wealth Manager and Managing Director of Ifamax Wealth Management (right) said: “Achieving CISI accreditation is a significant milestone for Ifamax Wealth Management. Following our recent management buyout, this recognition reflects our commitment to holistic, high-standard financial planning, strong ethical practices, and joining a community dedicated to excellence.”
This year the CISI Accredited Financial Planning Firms Conference is confirmed for Tuesday 12 May in London. This exclusive annual event, for the CISI accredited financial planning firms community, brings together practitioners from the UK’s leading firms to share best practice and learn from one another. The agenda is shaped by direct feedback from accredited financial planning firms, widely recognised as some of the best in the UK, ensuring the content focuses on what top-performing firms want and need right now.
Consumers can find the list of AFPFs by accessing the CISI’s Wayfinder website.
Those interested in becoming an Accredited Financial Planning Firm should contact Chris Morris at christopher.morris@cisi.org