Surrey-based Citywide Financial Partners has become a CISI Accredited Financial Planning Firm.
Citywide Financial Partners, which works from offices in Fetcham, joins a list of only 75 accredited firms which have, in the eyes of The Chartered Institute for Securities & Investment, demonstrated their professionalism by meeting the highest standards of excellence in Financial Planning.
Founder of Citywide Financial Partners Clinton Askew said: “Becoming a CISI Accredited Financial Planning Firm provides strong external recognition of our commitment to the highest ethical and professional practice standards in Financial Planning. It means we’ve been able to demonstrate our commitment to placing our clients at the very heart of everything we do. Financial Planning isn’t just about the money but the time we take to learn about the whole of our clients’ lives before we even think about providing recommendations about what to do with their money.”
CISI’s Head of External Accreditation Sam Rees-Adams said: “We are extremely pleased to welcome Citywide Financial Partners as our latest Accredited Financial Planning Firm. They have joined our register of firms by demonstrating dedication to putting the client at the centre of their business. We congratulate them on joining the Accredited Financial Planning Firm community.”