Depledge becomes 67th CISI Accredited Planning firm

There are now 67 CISI Accredited Financial Planning firms in the UK.

Andrew Day, director and Chartered Financial Planner at Depledge, said: “‘Depledge was formed in 2014 to offer the highest quality of Financial Planning advice and to do this we have continually strived to set the highest standards within the firm.

“This work is ongoing and to have achieved the CISI Accredited status is a very significant step in our journey to be recognised as a standard bearer for the profession.

“The CISI recognises the highest standards of professionalism and service in Financial Planning and therefore Depledge naturally want to play a leading role in upholding these standards.”

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For a firm to become accredited, the CISI requires that it must meet specific criteria to demonstrate it is offering a full financial planning service. This is to ensure the Accredited Financial Planning Firms’ register provides consumers with a list of firms that offer a consistently high level of service that they can understand and trust.

Depledge is a Manchester-based wealth management and Financial Planning firm. It is part of the Sense Network owned by Adviser Services Holdings Limited.

The firm also holds Chartered Financial Planner status from the Chartered Insurance Institute.

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