Thursday, October 13, 2022
HomeFinancial PlanningLeicestershire firm joins Accredited Firm ranks

Leicestershire firm joins Accredited Firm ranks



Leicestershire-based Financial Planner Handford Aitkenhead & Walker has become the latest business to achieve prestigious CISI Accredited Financial Planning Firm status.

The firm – which is also a Chartered Financial Planner firm – says it ‘walks the talk’ when it comes to Financial Planning.

It joins a list of 62 UK CISI Accredited Financial Planning Firms which have met the professional body’s standards of excellence in Financial Planning.

Alasdair Walker CFP Chartered FCSI said: “I’m incredibly proud that HA&W have been recognised as a CISI Accredited Financial Planning Firm. The award demonstrates that we ‘walk the talk’ of Financial Planning, with all clients every time.”

 

Chris Morris Chartered MCSI, CISI head of Financial Planning policy & engagement said: “It is a pleasure to welcome Handford Aitkenhead & Walker as a CISI Accredited Financial Planning Firm.

“AFPFs represent some of the very best Financial Planning firms in the UK, so it is great for the profession to recognise the value in this important accreditation.”

The CISI is the UK provider of the Certified Financial Planner designation. It is based in the City of London, with origins in the London Stock Exchange. It is now a global body with 45,000 members in over 100 countries.

A list of AFPF firms is available here: Wayfinder.




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