Accredited Financial Planning Firm™
Wells Gibson has been approved by the Chartered Institute for Securities & Investment (CISI) as an Accredited Financial Planning Firm™. As at October 2019, there were 70 Accredited Financial Planning Firms™ in the UK.
Chartered Financial Planner
This title is granted by the Chartered Insurance Institute (CII) and carries equivalent qualifications as other established professions such as Chartered Accountants.
CERTIFIED FINANCIAL PLANNER™ Professional
CFP™ 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 Wealth Manager
The CISI is the leading professional body in the UK investment sector and this is their flagship qualification for wealth managers, financial planners, Independent Financial Advisers, private client managers, discretionary portfolio managers and private bankers.
Kevin & Anita Leeming, Inverness
Clients of Jonathan’s since 2008 and Wells Gibson since 2016
“We like Jonathan’s holistic approach to a strategy which targets our goals. Review meetings are exactly that and not a platform for further product sales.“