Amyr awarded new CISI Fellow (Financial Planning) accreditation

Strategic Wealth Partners

2 min read

Amyr awarded new CISI Fellow (Financial Planning) accreditation

Amyr has earned the distinguished Chartered Fellow (Financial Planning) status from The Chartered Institute for Securities & Investment (CISI), a premier accreditation in the field of financial planning.

To qualify for this esteemed designation, financial advisers must already possess the Chartered Financial Planner (Level 6) qualification as well as the Certified Financial Planner (CFP®) certification, which corresponds to a Level 7 Diploma in Advanced Financial Planning. It's worth noting that the minimum credential needed to offer financial advice in the UK is now a Level 4 Diploma.

The CFP® certification is widely recognised as the pinnacle of excellence in the financial planning profession. The exam for this qualification is demanding, involving a comprehensive case study and a detailed written financial plan. Currently, only about 1,000 advisers in the UK have achieved this level of expertise. Even fewer hold the dual accolades of both CFP® and Chartered Financial Planner.

Amyr's receipt of this distinguished title further underscores his unwavering commitment to prioritising clients. His approach is firmly rooted in placing the individual's needs at the forefront, rather than just focusing on their financial assets.

For a more detailed discussion on this topic, please feel free to contact us. Our team are always available to answer your questions and to help you with any of your financial planning needs. Here’s what we offer: A cup of coffee… and a second opinion.

Client Stories

Mark & David Client Stories Chartered Financial Planner Strategic Wealth Partners
Mark & David Client Stories Chartered Financial Planner Strategic Wealth Partners

"The trust and feeling of comfort has grown over the eight years since our first meeting."

Steve & Liz Client Stories Chartered Financial Planner Strategic Wealth Partners
Steve & Liz Client Stories Chartered Financial Planner Strategic Wealth Partners

"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."

Anne Client Stories Chartered Financial Planner Strategic Wealth Partners
Anne Client Stories Chartered Financial Planner Strategic Wealth Partners

"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."

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