Chartered Institute for Securities & Investment  

Hampshire-based financial planner gains CISI accreditation

Hampshire-based financial planner gains CISI accreditation

A Hampshire-based financial planning company has achieved accreditation with the Chartered Institute for Securities & Investment.

Sheraton Financial Planning has joined 71 other CISI accredited financial planning companies, specialising in areas which include lifestyle financial planning, retirement and investment planning. 

As required by the CISI, Sheraton will need to prove on an annual basis that it meets the body's standards and criteria to retain its accreditation. 

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Jason Eldrid, director of Sheraton Financial Planning, said: "In the continual development of Sheraton FP, accreditation demonstrates our pursuit of excellence in everything we do for clients in delivering a lifestyle financial planning service, with the objective of supporting clients to achieve their lifetime goals." 

Jacqueline Lockie, head of financial planning at the CISI, said: "It’s a pleasure to have Sheraton Financial Planning as an accredited financial planning firm. 

"As a firm they have not only met the strict entry criteria, but they have demonstrated their commitment to the highest level of financial planning excellence."