We are among the latest financial planning firms to receive national endorsement of our expertise and professionalism.
Belmayne has been awarded CISI Chartered Firm™ status by educational charity and financial services professional body, the Chartered Institute for Securities & Investments (CISI).
The accreditation identifies firms that are committed to upholding the highest levels of ethical and professional standards. To become a CISI Chartered Firm™, we had to ensure our entire board and our financial planners are CISI members and that our core values and business practises align with the organisation’s code of conduct.
Managing partner, Martin Birch, said: “We hope achieving CISI Chartered Firm™ status gives existing and future clients the confidence that we will always put their interests first. It reinforces our efforts to deliver the very best service and demonstrates the importance we place on professional development, ensuring our entire team operates at the highest standards of knowledge, skill and behaviour.”
Belmayne is now listed among other CISI Chartered Firm™ businesses, enabling consumers to identify reputable financial planners. We also hold the Chartered Insurance Institute’s (CII) Corporate Chartered status, along with membership of the Financial Vulnerability Charter and Consumer Duty Alliance.
