Two Financial Planning firms based in the South West have achieved prestige Chartered Firm status from the CISI professional body.

Three firms have gained the Chartered Institute for Securities and Investment’s Chartered Firm status, awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.

Eight Financial Planning firms achieved Chartered Insurance Institute (CII) Corporate Chartered status in the second half of 2025.

Welsh Financial Planning firm Nine Wealth Management has gained the Chartered Institute for Securities and Investment’s Chartered Firm status.

Exeter-based Fowler Financial Planning has been granted CISI Chartered Firm status by the Chartered Institute for Securities & Investment (CISI).