A West Sussex company has joined the list of 74 advice firms to become a Chartered Institute for Securities & Investment accredited financial planning firm.
It means Juno Wealth Management has demonstrated its professionalism by meeting the highest standards of excellence in financial planning.
Tracey Evans, principal at Juno Wealth Management, said: “Our vision for Juno Wealth Management is to earn lifetime loyalty from our clients by delivering an outstanding financial planning service.
“We always seek to deliver financial planning outcomes that will significantly enrich their life and the lives of their families.
“We are delighted to have received this recognition from the Cisi. Accredited financial planning firm status underpins our efforts and determination as we continue to pursue our vision.”
For a firm to become an accredited financial planning firm it must show it meets strict criteria in relation to delivering financial planning, place clients at the heart of its business proposition and ensure they receive consistently excellent service and re-confirm it meets the standards on an annual basis.
At least half of the firm’s advisers must be qualified as a certified financial planner professional or chartered financial planner (with AF5) and at least one director or partner of the firm must be certified.
Campbell Edgar, the Cisi’s head of financial planning said: “We are extremely pleased to welcome Juno Wealth Management as our latest accredited financial planning firm.
“They have been accepted into an elite group of firms by meeting a range of strict criteria, all of which are genuine indicators of quality.
“They have joined our register of firms by demonstrating dedication to putting the client at the centre of their business.”
