Advice firms Jane Smith Financial Planning and Thomas and Thomas have achieved accredited financial planning firm (AFPF) status by the Chartered Institute for Securities & Investment (CISI)
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,...
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