Supporting you every step of the way
Holland Hahn & Wills LLP, the leading firm of Financial Planners based in Hampton Wick, is delighted to announce that we have been approved by The Chartered Institute for Securities & Investment (CISI) as an Accredited Financial Planning Firm (TM). CISI is the professional body for Financial Planners in the UK. It awards this title only to firms which it has assessed as demonstrating the highest professional standards of Financial Planning service and advice to its clients.
To successfully meet the criteria for approval, we had to demonstrate that we provide a comprehensive Financial Planning service for clients as well having as a clear cost or fee structure. We also had to demonstrate commitment to the CISI’s Code of Ethics and Practice Standards as well as having appropriately trained and qualified staff. All client facing advisers must have been tested on their Financial Planning skills at an advanced level, and both of our advisers are qualified as a CERTIFIED FINANCIAL PLANNER professionals, CHARTERED WEALTH MANAGERS and CHARTERED FINANCIAL PLANNERS. Very few Financial Planning firms in the UK meet these exacting standards.
We are delighted to have achieved this powerful recognition of our commitment to professionalism and outstanding client service. Our clients expect and deserve only the highest standards of advice and service as we work with them to plan their finances so that they can achieve their goals in life. We’re proud to deliver a service which they value and which has now been externally recognised too.
When looking for professional Financial Planning firms in the UK, consumers should look for Accredited Financial Planning Firms as the hallmark of quality, and to find the services of CERTIFIED FINANCIAL PLANNER professionals, the only globally recognised standard of professionalism for Financial Planners. When seeking objective, expert and trusted Financial Planning advice, consumers should always look for the CFP mark.
About The Chartered Institute for Securities & Investment (CISI)
The CISI is the UK professional body of those committed to the development of the multi-disciplinary profession of Financial Planning. The CISI was formed in 1992. In 2015 it merged with the Institute of Financial Planning (IFP) an organisation established to:
- promote the profession and practice of Financial Planning
- increase public awareness of the need for Financial Planning
- raise standards in the quality of Financial Planning advice being provided to consumers
- create recognised professional qualifications for its members
- encourage strong ethical standards through its Code of Ethics and Practice Standards
- encourage education in the theory and practice of Financial Planning amongst members
- help members share knowledge and skills with other professionals for their clients’ benefit
- establish a Registry of CERTIFIED FINANCIAL PLANNER professionals
Qualified Financial Planners carry the CERTIFIED FINANCIAL PLANNER or CFPCM certification mark, the only globally recognised symbols of excellence in Financial Planning. The marks are owned outside the U.S. by Financial Planning Standards Board Ltd (FPSB). The CISI is the licensing authority for the CFP marks in the UK, through agreement with FPSB.
CISI now certifies, upholds and monitors the professional standards of Financial Planning practitioners to protect the interests of members of the public, thus ensuring that they receive effective Financial Planning advice at all times. www.financialplanning.org.uk
Please contact us for more information on 020 8943 9229, or via our contact form.
"The evidence on investment managers' success with market timing is impressive- and overwhelmingly negative".
Charles D Ellis- Investment Policy- How to Win the loser's game