Plan 100 becomes 60th CISI Accredited Financial Planning Firm

by | Apr 3, 2024

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Plan 100 becomes 60th CISI Accredited Financial Planning FirmTM

East Sussex based Plan 100 has achieved the prestigious CISI Accredited Financial Planning FirmTM status.

Plan 100 joins an exclusive group of CISI Accredited Financial Planning Firms which have demonstrated their 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 60.

Consumers can find the list of AFPFs in their area by accessing the CISI’s Wayfinder – Find a Financial Planner website.

Lance Baron CFPTM Chartered FCSI, Plan 100 Chief Executive said: “We are honoured to receive this important recognition from the CISI. Our team works tirelessly to deliver financial planning services built on trust, integrity, and a deep understanding of our clients’ goals. This accreditation validates our commitment to providing our clients the support they need to achieve their financial dreams.”

 
 

Chris Morris, Chartered MCSI, CISI Head of Financial Planning Policy and Engagement, said: “We are delighted to welcome Plan 100 as our latest Accredited Financial Planning FirmTM.  They have joined this community of firms by demonstrating dedication to putting the client at the centre of their business. We congratulate them on joining the Accredited Financial Planning FirmTM community.”

Those interested in applying to become a CISI Accredited Financial Planning FirmTM should contact sally.plant@cisi.org

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