JUNO WEALTH MANAGEMENT LTD ACHIEVES CISI ACCREDITED FINANCIAL PLANNING FIRMTM STATUS

The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Juno Wealth Management Ltd based in West Sussex has become a CISI Accredited Financial Planning FirmTM.

This means that Juno Wealth Management Ltd have joined an elite list of 74 Accredited Firms  which have demonstrated their professionalism by meeting the highest standards of excellence in Financial Planning.

For a firm to become an Accredited Financial Planning FirmTM   it must:

  • evidence that it meets strict criteria in relation to the delivery of financial planning
  • place clients at the heart of its business proposition and ensure they receive consistently excellent service
  • re-confirm it meets the standards on an annual basis to retain its Accredited Financial Planning FirmTMstatus.
Tracey Evans
Tracey Evans

In addition, at least 50% of the firm’s FCA registered advisers must be qualified as a  CERTIFIED FINANCIAL PLANNERTM (CFPTM)   professional or Chartered Financial Planner (with AF5). At least one director/partner of the firm must be a current CFPTM professional.

Consumers can find the list of Accredited Firmsin their area by accessing the CISI’s Wayfinder listing at http://www.financialplanning.org.uk/wayfinder and insert their post code.

Tracey Evans APFS, CFP™ Chartered MCSI, Chartered Financial Planner, RLP®, Chartered Wealth Manager at Juno Wealth Management Ltd said: “Our vision for Juno Wealth Management is to earn lifetime loyalty from our clients by delivering an outstanding financial planning service. We always seek to deliver financial planning outcomes that will significantly enrich their life and the lives of their families. We are delighted to have received this recognition from the CISI. Accredited Financial Planning FirmTM status underpins our efforts and determination as we continue to pursue our vision.”

Campbell Edgar CFPTM Chartered FCSI, CISI’s Head of Financial Planning said: “We are extremely pleased to welcome Juno Wealth Management as our latest Accredited Financial Planning FirmTM.  They have been accepted into an elite group of firms by meeting a range of strict criteria, all of which are genuine indicators of quality.  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 FirmTM community.”

If a financial planning firm wishes to apply to become a CISI Accredited Financial Planning FirmTMplease contact rudy.rodrigues@cisi.org

Read Next ...
load more

 

Send this to a friend