Accredited Financial Planning Firm™
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 Firms™ 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 Firm™, 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 Firms™ in the UK.
CERTIFIED FINANCIAL PLANNER™ Professional
CFP TM certification is the only globally recognised mark of excellence in financial planning, with c.1,000 CERTIFIED FINANCIAL PLANNER™ professionals in the UK and c.175,000 worldwide.
Chartered Financial Planner
The Chartered Financial Planner title is granted by the Chartered Insurance Institute (CII) and carries equivalent qualifications as other established professions such as Chartered Accountants. The qualification fits into the National Qualifications Framework at Level 6, equivalent to a Bachelors (first) Degree.
Chartered Wealth Manager
The Chartered Wealth Manager qualification is a postgraduate level specialist qualification and is recognised by Ofqual as the level 7 Diploma in Wealth Management. This qualification is awarded by the Chartered Institute for Securities & Investment (CISI), the leading professional body in the investment sector. It is the CISI’s flagship qualification for wealth managers, financial planners, Independent Financial Advisers, private client managers, discretionary portfolio managers and private bankers.
Chris & Suzanne Clarke, Aberdeenshire
Clients of Wells Gibson since 2017
“When we first met Jonathan, his warm, friendly, confident and professional manner underpinned by his strong family orientated background and his broad understanding of financial investments made the decision easy to entrust him as our chosen financial planner“.