Tamsin Caine, our Head of Financial Planning, is a Chartered Financial Planner.
Awarded by The Chartered Institute for Securities & Investment (CISI), the Certified Financial Planner accreditation is a globally recognised mark of excellence in financial planning. The accreditation relies on:
- Achieving the highest levels of professional qualifications through CISI’s Financial Planning & Advice examination, which demonstrates both theoretical and practical knowledge
- Having a detailed knowledge of the financial planning process
- A minimum of three years’ unsupervised experience to demonstrate their individual counselling skills and knowledge in practice
- Adhering to the CISI’s ethical Code of Conduct, placing the interests of the clients first and disclosing, in writing, information about clients’ sources of compensation and conflicts of interest
Working with a Chartered Financial Planner means that you are receiving the ‘gold standard’ of financial advice. If you want to learn more about how working with a Chartered Financial Planner can benefit you, get in touch.