Welsh Financial Planning firm Nine Wealth Management has gained the Chartered Institute for Securities and Investment’s Chartered Firm status.

Nine Wealth Management is a partner firm with St James’s Place and specialises in working with senior corporate executives.

The Chartered Firm accreditation signifies that the firm is operating at the highest level of professionalism in Financial Planning, the CISI said

Cardiff-based Nine Wealth Management has been offering financial advice, wealth management and financial cashflow modelling for 30 years. The firm has been a partner of SJP for 12 years.

The firm has three Financial Planners as well as a managing partner, and four back-office staff.

The CISI said the firm has successfully met rigorous criteria to achieve the status of CISI Chartered Firm.

Andrew Booth, Certified Financial Planner, Chartered Wealth Manager and founder of Nine Wealth Management, said the award of Chartered Status signified is commitment to excellence.

He said: “Achieving CISI Chartered Firm status is a significant milestone and the culmination of many years of dedicated work. It places us among the elite financial planning practices in the UK and clearly reflects our ongoing commitment to excellence.

“It represents our focus on doing what is right for our clients and affirms our promise to deliver the highest standards of professionalism, integrity, and client care, providing peace of mind and confidence in the financial journey ahead.”

Tracy Vegro OBE, chief executive of the CISI, said: “It is a pleasure to welcome Nine Wealth Management to our prestigious list of firms holding CISI Chartered Firm status. This achievement signifies their commitment to excellence and dedication to continuing professional development, which is central to upholding the highest professional standards.