The Fundamental Group awarded 'Accredited Financial Planning Firm' status by CISI.

We are delighted to announced that The Fundamental Group has been awarded Accredited Financial Planning Firm™ status by the CISI.

This exciting news means that we have joined an elite list of 72 accredited firms in the UK which have demonstrated their professionalism by meeting the highest standards of excellence in financial planning.

For a firm to become accredited it must:

  • evidence that it meets strict criteria in relation to the delivery of financial planning

  • place clients at the heart of its business proposition and ensure they receive consistently excellent service

  • re-confirm it meets the standards on an annual basis to retain its accredited status.

In addition, the firm’s individual or supervisor of the team in charge of all FCA-registered financial planners offering a financial planning service must:

  • be qualified as a CERTIFIED FINANCIAL PLANNER™ professional, or

  • the majority of the financial planners in the company are CFP professionals.

Consumers can find the list of Accredited Financial Planning Firms in their area by accessing the CISI’s Wayfinder website and inserting their post code.

Craig Chapman CFP™ Chartered MCSI, founder and managing director of The Fundamental Group, said: “We are thrilled to become the latest Accredited Financial Planning Firm™ with the CISI and to join a very select group of the UK’s top financial planning firms. Achieving accreditation powerfully reinforces our internal belief of the value of true financial planning and the long-term tangible benefits to our clients. Becoming a CISI-accredited firm demonstrates our company’s commitment to the highest ethical, professional and practice standards in financial planning.”

Jacqueline Lockie CFP™ Chartered FCSI, head of financial planning at the CISI, said: “Craig Chapman is a real advocate of cashflow-based financial planning for all his clients. He supports the CISI in various ways already and it is a pleasure to have his new firm approved as an accredited firm. The firm’s inclusion adds further to the number of firms and growing recognition of the status and gives a clear message demonstrating the high level of service all our accredited  firms offer to their clients.”

Craig ChapmanComment