Editorial & Advertiser Disclosure Global Banking And Finance Review is an independent publisher which offers News, information, Analysis, Opinion, Press Releases, Reviews, Research reports covering various economies, industries, products, services and companies. The content available on globalbankingandfinance.com is sourced by a mixture of different methods which is not limited to content produced and supplied by various staff writers, journalists, freelancers, individuals, organizations, companies, PR agencies Sponsored Posts etc. The information available on this website is purely for educational and informational purposes only. We cannot guarantee the accuracy or applicability of any of the information provided at globalbankingandfinance.com with respect to your individual or personal circumstances. Please seek professional advice from a qualified professional before making any financial decisions. Globalbankingandfinance.com also links to various third party websites and we cannot guarantee the accuracy or applicability of the information provided by third party websites. Links from various articles on our site to third party websites are a mixture of non-sponsored links and sponsored links. Only a very small fraction of the links which point to external websites are affiliate links. Some of the links which you may click on our website may link to various products and services from our partners who may compensate us if you buy a service or product or fill a form or install an app. This will not incur additional cost to you. A very few articles on our website are sponsored posts or paid advertorials. These are marked as sponsored posts at the bottom of each post. For avoidance of any doubts and to make it easier for you to differentiate sponsored or non-sponsored articles or links, you may consider all articles on our site or all links to external websites as sponsored . Please note that some of the services or products which we talk about carry a high level of risk and may not be suitable for everyone. These may be complex services or products and we request the readers to consider this purely from an educational standpoint. The information provided on this website is general in nature. Global Banking & Finance Review expressly disclaims any liability without any limitation which may arise directly or indirectly from the use of such information.

YORKSHIRE BASED GLENNAN WEALTH MANAGEMENT ACHIEVES CISI ACCREDITED FINANCIAL PLANNING FIRMTM  STATUS

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

Lee Glennan
Lee Glennan

This means that Glennan Wealth Management have joined an elite list of 76 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 FirmTM status.

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 Firms in their area by accessing the CISI’s Wayfinder listing at http://www.financialplanning.org.uk/wayfinder and insert their post code.

Lee Glennan of Glennan Wealth Management said: “I am really proud to see our little Yorkshire based, family practice join such prestigious company in becoming the UK’s 76th Accredited Financial Planning Firm! It’s a great pleasure to work in such a wonderful profession. What success we had has been due in no small part to the kindness, generosity and encouragement of our peers.”

Sam Rees-Adams, CISI’s Head of External Accreditation said: “We are extremely pleased to welcome Glennan 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 FirmTM please contact [email protected]