Financial services firms Dean Stevens Wealth Management and William Highbourne have both been approved for CISI Chartered Firm status by the Chartered Institute for Securities & Investment.
According to the CISI, chartered status is awarded to a firm when it demonstrates commitment to the highest standards of professionalism. Firms must meet rigorous criteria to achieve the accreditation, including having a professional development programme that aligns with the CISI continuing professional development (CPD) requirements.
CISI CEO Tracy Vegro said: “We are delighted to welcome Dean Stevens and William Highbourne to our global community of select firms holding chartered firm status.
“This is a powerful signal to consumers that a financial firm is demonstrably committed to upholding the highest professional standards, and the delivery of top-tier, professional advice.”
Owners of Cornwall-based Dean Stevens Wealth Management Dean and Amy Stevens said: “Achieving CISI Chartered Firm status is a proud milestone for our business and a reflection of the standards, professionalism and client-first approach that sit at the heart of everything we do.
“This recognition reflects the dedication of our entire team and our continued commitment to delivering high quality financial planning with integrity, care and professionalism.”
Stuart Hutton, chartered wealth manager and principal at William Devon-based Highbourne Wealth Management, said: “Achieving CISI Chartered Firm status is a significant milestone for William Highbourne and reflects our commitment to professional excellence and continuous development across the Southwest.
“This recognition highlights the strength and dedication of our team and reinforces our focus on delivering high-quality, client-centred financial planning. Through our discretionary and model portfolio services, we provide a disciplined, research-driven investment approach aligned with clients’ long-term objectives.”
