Juno Wealth Management is delighted to announce that we have become an Accredited Financial Planning FirmTM. This accreditation has been awarded by The Chartered Institute for Securities & Investment (CISI).

This means that Juno Wealth Management has joined an elite list of 74 Accredited Firms  which have demonstrated their professionalism by meeting the highest standards of excellence in Financial Planning.

Tracey Evans of Juno Wealth Management said: “Our vision for Juno Wealth Management is to earn lifetime loyalty from our clients by delivering an outstanding financial planning service.

We always seek to deliver financial planning outcomes that will significantly enrich their life and the lives of their families. We are delighted to have received this recognition from the CISI.

Accredited Financial Planning FirmTM status underpins our efforts and determination as we continue to pursue our vision.”

For a firm to become an Accredited Financial Planning FirmTM   it must:

  • evidence that it meets strict criteria in relation to the delivery of financial planning
  • place clients at the heart of its business proposition and ensure they receive consistently excellent service
  • re-confirm it meets the standards on an annual basis to retain its Accredited Financial Planning FirmTM status.

In addition, at least 50% of the firm’s FCA registered advisers must be qualified as a CERTIFIED FINANCIAL PLANNERTM (CFPTM) professional or Chartered Financial Planner. At least one director/partner of the firm must be a current CFPTM professional.

Juno Wealth Management also holds Corporate Chartered Status, which is awarded by the Chartered Insurance Institute (CII) and is reassessed annually. There are less than 30 firms in the UK that hold both accreditations.

Campbell Edgar CFPTM Chartered FCSI, CISI’s Head of Financial Planning said: “We are extremely pleased to welcome Juno Wealth Management as our latest Accredited Financial Planning FirmTM.

They have been accepted into an elite group of firms by meeting a range of strict criteria, all of which are genuine indicators of quality.

They have joined our register of firms by demonstrating dedication to putting the client at the centre of their business. We congratulate them on joining the Accredited Financial Planning FirmTM community.”

You can contact Juno Wealth Management on 01444 237820 to discuss your financial planning needs or to find out more. We are based in Bolney and serve clients throughout the catchment area of the Haywards Heath & District Business Association.

We would love to hear from you.