Manchester firm Depledge Strategic Wealth Management has become a CISI Accredited Financial Planning FirmTM.
Depledge joins the exclusive list of 67 UK wide CISI Accredited Financial Planning FirmsTM (AFPFTM) which have demonstrated their professionalism by meeting the highest standards of excellence in financial planning.
Consumers can find the list of AFPFs in their area by accessing the CISI’s Wayfinder website.
Sally Plant, CISI Head of Financial Planning said: “It’s a pleasure to welcome Depledge Strategic Wealth Management as a CISI Accredited Financial Planning FirmTM. It’s pleasing to see more firms wanting to gain the AFPF accreditation and recognising the value in having Certified Financial PlannerTM professionals within their firms.”
Andrew Day FPFS CFPTM Depledge Director and Chartered Financial Planner (left) said: “‘Depledge was formed in 2014 to offer the highest quality of financial planning advice and to do this we have continually strived to set the highest standards within the firm. This work is ongoing and to have achieved the CISI Accredited status is a very significant step in our journey to be recognised as a standard bearer for the profession. The CISI recognises the highest standards of professionalism and service in Financial Planning and therefore Depledge naturally want to play a leading role in upholding these standards.”
For a firm to become an AFPFTM CISI requires that it must meet specific criteria to demonstrate it is offering a full financial planning service. This is to ensure the Accredited Financial Planning Firms' register provides consumers with a list of firms that offer a consistently high level of service that they can understand and trust. To find out more about becoming an Accredited Financial Planning Firm, contact sally.plant@cisi.org