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  • Writer's pictureNoel Watson

Pyrford Financial Planning is granted CISI Chartered Firm™ status

Updated: Dec 3, 2023

We are pleased to announce that Pyrford Financial Planning is now a CISI Chartered Firm™!

Pyrford Financial Planning are now a CISI Chartered Firm!
Pyrford Financial Planning are now a CISI Chartered Firm!

The CISI website states, "CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism expected from the sector".

If we are honest, the hard work had already been done, with both James and I holding the CFP™ designation, a masters level qualification widely considered the global gold standard in financial planning - one of the prerequisites of obtaining the Chartered status. I still remember attempting to finish my CFP™ case study in the hotel lobby after an intense, rollercoaster-laden fortnight in Florida with two bored teenage children (their Mother wisely claimed to be too busy to attend the trip, so I was nominally in charge for the duration)!

Noel frantically finishing the CFP case study in the hotel lobby
Noel frantically finishing the CFP case study in the hotel lobby

In reality, very few clients ask us about our qualifications; they tend to be more interested in one or more of the following:

  • Our independence.

  • That we are retirement planning specialists, working with many retirees in similar situations.

  • Our size - we are neither a one-man band nor a huge outfit where a client runs the risk of frequently being switched to a new adviser.

However, we both feel that studying for the CFP™ made us better financial planners, and this external validation and certification to the highest standards hopefully offers clients extra peace of mind when working with us. We are delighted to be aligned with the CISI to help more people access financial planning in the UK.

Next steps

If you want to work with financial planners who are passionate about delivering better retirement outcomes, please get in touch with us.

About us

The team at Pyrford Financial Planning are highly qualified Independent Financial Advisers based in Weybridge, Surrey. We specialise in retirement planning and provide pension advice, investment advice and inheritance tax advice.

Our office telephone number is 01932 645150.

Our address is No 5 The Heights Weybridge KT13 0NY.

Please note: This blog is for general information only and does not constitute advice. The information is aimed at retail clients only.

Although best efforts are made to ensure all information is accurate, you should not rely on this blog for your personal situation or planning.

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

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