Forty Two Financial Planning were very proud to be the first Scottish firm to be awarded Accredited Financial Planning FirmTM status by the Chartered Institute for Securities & Investment (previously Institute of Financial Planning – IFP).
Accredited Financial Planning FirmsTM represent excellence in Financial Planning service as identified by Chartered Institutue for Securities & Investment (CISI). They have been assessed by the CISI and demonstrate professionalism through the calibre of their staff and the service they provide to clients. The CISI recognises these firms as leaders in the profession, in addition to recognising individual excellence in Financial Planning via Financial Planning qualifications such as CERTIFIED FINANCIAL PLANNERCM certification, the globally recognised standard of excellence in Financial Planning.
Accredited Financial Planning Firms must meet CISI’s strict criteria, abide by the code of ethics and practice standards of their professional body, and demonstrate the highest standards of Financial Planning practice.
Don't just take our word for it, contact us today and find out.