By Lora Benson
Cornwall based Dean Stevens Wealth Management and Devon based William Highbourne have both been approved for CISI Chartered Firm™ status by professional body and educational charity, the Chartered Institute for Securities & Investment.
CISI Chartered Firm™ status is a mark of pre-eminence awarded when a financial services firm demonstrates commitment to the highest standards of professionalism. Firms must meet rigorous criteria to achieve this accreditation, including having a professional development programme that aligns with the CISI continuing professional development (CPD) requirements.
Tracy Vegro OBE CISI CEO said: “We are delighted to welcome Dean Stevens and William Highbourne to our global community of select firms holding Chartered Firm™ status. This is a powerful signal to consumers that a financial firm is demonstrably committed to upholding the highest professional standards, and the delivery of top-tier, professional advice.”
Dean Stevens Chartered FCSI and Amy Stevens (left), owners of Dean Stevens Wealth Management, following the firm achieving CISI Chartered Firm status, said: “Achieving CISI Chartered Firm status is a proud milestone for our business and a reflection of the standards, professionalism and client-first approach that sit at the heart of everything we do.
“From day one, our focus has been on building a business based on trust, long-term relationships and doing the right thing for clients through every stage of life. We believe great financial planning is about far more than numbers, it is about giving people confidence, clarity and peace of mind for the future.
“This recognition reflects the dedication of our entire team and our continued commitment to delivering high quality financial planning with integrity, care and professionalism.”
Stuart Hutton (right) Chartered FCSI, Chartered Wealth Manager and Principal at William Highbourne Wealth Management, said: “Achieving CISI Chartered Firm™ status is a significant milestone for William Highbourne and reflects our commitment to professional excellence and continuous development across the Southwest.
“This recognition highlights the strength and dedication of our team and reinforces our focus on delivering high-quality, client-centred financial planning. Through our discretionary and model portfolio services, we provide a disciplined, research-driven investment approach aligned with clients’ long-term objectives.
“We remain committed to maintaining these standards as we grow, including through Aristo Capital, our B2B adviser proposition supporting advisers with robust investment solutions, governance frameworks, and high-quality portfolio management.”
Further information on how to apply for CISI Chartered Firm™ status is available here.