Wells Gibson approved as a CISI Accredited Financial Planning Firm TM
Wells Gibson, the independent financial planning & wealth management business based in Dundee, is delighted to announce that it has been approved by the Chartered Institute for Securities & Investment (CISI) as a CISI Accredited Financial Planning Firm TM.
This means that Wells Gibson have joined an elite list of 70 Accredited Firms which have demonstrated their professionalism by meeting the highest standards of excellence in Financial Planning.
To become an Accredited Financial Planning FirmTM, Wells Gibson:
- evidenced that it meets strict criteria in relation to the delivery of financial planning; and
- demonstrated that it places clients at the heart of its business proposition and ensures they consistently receive an excellent service.
In addition, at least 50% of our firm’s FCA registered advisers must be qualified as a CERTIFIED FINANCIAL PLANNER TM (CFPTM) professional or Chartered Financial Planner. On an annual basis, Wells Gibson must re-confirm it meets the standards to retain its Accredited Financial Planning FirmTM status.
Jonathan Gibson, Managing Director of Wells Gibson said, “I am really proud to see our boutique, family owned business join such prestigious company in becoming an Accredited Financial Planning Firm. Wells Gibson is focused on establishing and building quality relationships with clients and our plan is to remain small so clients receive a dedicated and specialist, director led service.”
Sam Rees-Adams, CISI’s Head of External Accreditation said: “We are extremely pleased to welcome Wells Gibson 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 Wells Gibson on joining the Accredited Financial Planning FirmTM community.”