The Chartered Institute for Securities & Investment (CISI) said today (27 January) that Belmayne has been awarded chartered firm status.
The accreditation signifies that the firm is operating at the highest level of professionalism in financial planning.
Belmayne, a family-oriented financial planning firm based in Dronfield, England, has successfully met rigorous criteria to achieve the status.
This includes having core values that align with the CISI Code of Conduct, a professional development programme in line with CISI CPD requirements and ensuring that at least 50% of its staff are individually Chartered with the CISI.
Martin Birch CFP™ Chartered FCSI (Financial Planning), (pictured), managing partner at Belmayne, said: “We hope achieving CISI Chartered Firm™ status gives existing and future clients the confidence that we will always put their interests first.
“It reinforces our efforts to deliver the very best service and demonstrates the importance we place on professional development, ensuring our entire team operates at the highest standards of knowledge, skill and behaviour.”
Tracy Vegro OBE, CISI chief executive, said: “We are thrilled to add Belmayne to our prestigious list of CISI Chartered Firm™ businesses. Their accreditation is a powerful statement to their demonstrable commitment to uphold the highest ethical standards and professionalism.”
