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Depledge becomes 67th CISI Accredited Planning firm

Wealth management and Financial Planning firm Depledge Strategic Wealth Management has become a CISI Accredited Financial Planning Firm.


Lexington Wealth gains Accredited CISI status

Wiltshire-based Lexington Wealth Management has gained CISI Accredited Financial Planning Firm status.


Firm gains CISI Accredited Financial Planning status

The Chartered Institute for Securities & Investment (CISI) has revealed that Sheraton Financial Planning, based in Fareham, Hampshire, has become a CISI Accredited Financial Planning Firm.


Chartered Financial Planner joins CISI Accredited Surrey firm

Chartered Financial Planner Amyr Rocha-Lima has joined Holland Hahn & Wills, a Financial Planner and wealth manager based in Hampton Wick, Surrey.

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