Two advice firms achieve CISI financial planning status

To achieve AFPF status firms must evidence areas including the clear provision of a full financial services for clients, a company-wide consistent fee structure and a clear and visible investment philosophy.  The firms have joined 69 other AFPF firms that have demonstrated their professionalism by meeting the "highest standards" of excellence in financial planning. Buckinghamshire-based Jane Smith Financial Planning director Nicola Watts said the firm was proud to have achieved the status, adding: "This is music to our ears as we take great pride in putting our clients at the heart of...