Accredited Firms need to meet specific criteria to demonstrate they are offering a full Financial Planning service. 

They join the CISI Accredited Firms list which is promoted to consumers via its Wayfinder website.

Chris Brown (left in photo below), managing director of Begley Brown, said: “Most of our clients are successful business owners who have committed their lives to their businesses and as they transition into retirement we believe great Financial Planning can help them get the most of out of their wealth and perhaps to see life through a different lens.

“Gaining Accredited Financial Planning Firm status from the CISI is a milestone for us as a business, recognising the excellence of the work that we do and demonstrates our commitment to providing the best possible Financial Planning experience to all of our clients.”

David Lamb CFP  MCSI, director (below) of Lamb Financial said: “We have always believed that focusing on helping our clients to achieve their desired lifestyle, without the fear of running out of money, is a fundamental part of our service and that Financial Planning should be seen as a profession, not just as a distribution channel for the financial services industry.

“We are delighted that our values have been recognised as matching the CISI’s high standards of Financial Planning excellence and we look forward to helping to bring professional Financial Planning to the forefront of financial services.”

Sally Plant, CISI head of Financial Planning, said: “It’s a pleasure to welcome Begley Brown Financial Solutions and Lamb Financial to join the CISI as Accredited Financial Planning Firms.  It is pleasing to see more firms wanting to gain the accreditation and recognising the value in having Certified Financial Planner professionals within their firms.”

The CISI has 43,000 members around the globe and provides the Certified Financial Planner designation in the UK.