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  • Chartered Financial Planner joins CISI Accredited Surrey firm

    Amyr Rocha-Lima

  • Firm gains CISI Accredited Financial Planning status

    Jason Eldrid

  • Lexington Wealth gains Accredited CISI status

    Warren Shute, managing director at Lexington Wealth Management and Chartered Wealth Manager

  • Depledge becomes 67th CISI Accredited Planning firm

    Andrew Day, director and Chartered Financial Planner at Depledge Strategic Wealth Management

  • 3 Financial Planning firms achieve Accredited status

    CISI website

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