Wells Gibson has been approved by the Chartered Institute for Securities & Investment (CISI) as an Accredited Financial Planning FirmTM.

According to the CISI, Accredited Financial Planning FirmsTM  demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK.  They deliver a comprehensive financial planning service, helping clients achieve their life goals.  They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.

To qualify as an Accredited Financial Planning FirmTM, Wells Gibson has to meet strict criteria in relation to the delivery of financial planning; demonstrate that we place clients at the heart of our business proposition; and ensure clients consistently receive an excellent service.  In addition, at least 50% of our Wells Gibson’s FCA registered individuals must be qualified as a CERTIFIED FINANCIAL PLANNERTM (CFPTM) professional or Chartered Financial Planner.

As at January 2019, there were approximately 70 Accredited Financial Planning FirmsTM in the UK.