Written by Lauren Johnson
The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Belmayne has been awarded CISI Chartered Firm™ status.
The prestigious accreditation signifies that the firm is operating at the highest level of professionalism in financial planning.
Belmayne, a family-oriented financial planning firm based in Dronfield, England, has successfully met rigorous criteria to achieve the status. This includes having core values that align with the CISI Code of Conduct, a professional development programme in line with CISI CPD requirements and ensuring that at least 50% of its staff are individually Chartered with the CISI.
Obtaining the CISI Chartered Firm™ designation allows consumers to recognise Belmayne as a reputable practice.
Martin Birch CFP™ Chartered FCSI (Financial Planning), pictured right, managing partner at Belmayne, said: “We hope achieving CISI Chartered Firm™ status gives existing and future clients the confidence that we will always put their interests first. It reinforces our efforts to deliver the very best service and demonstrates the importance we place on professional development, ensuring our entire team operates at the highest standards of knowledge, skill and behaviour.”
Tracy Vegro OBE, CISI chief executive, said: “We are thrilled to add Belmayne to our prestigious list of CISI Chartered Firm™ businesses. Their accreditation is a powerful statement of their demonstrable commitment to upholding the highest ethical standards and professionalism.”
Those interested in finding out more about becoming a CISI Chartered Firm™ should contact charteredfirms@cisi.org.