Juno Wealth Management, based in Bolney, has achieved the accolade, it was revealed this afternoon.
The business joins a list of 74 Accredited Firms.
The title was introduced by The Institute of Financial Planning and it has been continued since the merger with the CISI in November 2015.
A least 50% of a firm’s FCA registered advisers must be qualified as a Certified Financial PlannerTM or Chartered Financial Planner (with AF5) to gain Accredited status.
At least one director/partner of the firm must be a current CFPTM professional.
Tracey Evans APFS, CFP™ Chartered MCSI, Chartered Financial Planner, Chartered Wealth Manager at Juno Wealth Management, said: “Our vision for Juno Wealth Management is to earn lifetime loyalty from our clients by delivering an outstanding financial planning service. We always seek to deliver Financial Planning outcomes that will significantly enrich their life and the lives of their families.
“We are delighted to have received this recognition from the CISI. Accredited Financial Planning Firm status underpins our efforts and determination as we continue to pursue our vision.”
To become an Accredited Financial Planning FirmTM businesses must also:
• Show evidence that it meets strict criteria in relation to the delivery of financial planning
• place clients at the heart of its business proposition and ensure they receive consistently excellent service
• re-confirm it meets the standards on an annual basis to retain its status.
Campbell Edgar CFPTM Chartered FCSI, CISI head of Financial Planning said: “We are extremely pleased to welcome Juno Wealth Management as our latest Accredited Financial Planning Firm.
“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 them on joining the Accredited Financial Planning Firm community.”
If a Financial Planning firm wishes to apply to become an Accredited Firm it can contact This email address is being protected from spambots. You need JavaScript enabled to view it..