Hot on the heels of receiving our VouchedFor quarterly certificate of excellence, we’re very pleased to announce that Expert Wealth has qualified once again for accreditation by The Chartered Institute for Securities & Investment (CISI).

CISI is the leading professional body for securities, investment, wealth and financial planning professionals in the UK.

Achieving accreditation means that Expert Wealth is the only CISI accredited financial planner in Oxfordshire. We’re also 1 of just 70 firms to receive the accreditation from the 5,500 registered planners in the UK.

We’d like to thank all our staff for the high standards of work which now allow us to trade for another year with this fantastic accreditation.

You can take a look at the certificate at any time, here, and please feel free to contact us if you have any questions regarding our accreditation or any other matter.