Three new firms based across Manchester, Jersey, Guernsey and Dubai have all achieved chartered status with the Chartered Institute for Securities & Investment (CISI), it confirmed today.
Manchester based Depledge Strategic Wealth Management, Jersey and Guernsey-based Titan Wealth (Channel Islands) and Dubai-based Abacus Financial Consultants LLC have all achieved CISI chartered firm status, awarded to firms which demonstrate “commitment to the highest levels of professionalism”.
Advice firms must meet rigorous criteria to be awarded the accreditation, including having a professional development programme that aligns with the CISI’s continuing professional development requirements.
Mark Bousfield, managing director, Titan Wealth CI (pictured above) said: “Becoming a CISI chartered firm marks an important achievement for Titan Wealth in the Channel Islands and reflects the sustained effort our team has made over many years to uphold the highest professional standards.
“This recognition demonstrates our commitment to acting in the best interests of our clients and reinforces our dedication to delivering expert advice, integrity, and exceptional client service.”
Andrew Day, founder of Depledge Strategic Wealth Management (pictured above) added: “Achieving CISI chartered status is a significant part of our journey to build a firm that is synonymous with high level financial planning advice and service.”
Tracy Vegro, CISI chief executive, said: “We are delighted to welcome Depledge, Titan Wealth and Abacus Financial Consultants to our select group of organisations holding CISI Chartered Firm status. We are delighted to welcome each of them to our global CISI community.”
