Accredited Firm of the Year 2024
We are delighted to announce we have been awarded the CISI Accredited Firm of the Year Award 2024!
We are delighted to announce that we have been awarded the prestigious title of Accredited Financial Planning Firm of the Year at the recent Chartered Institute for Securities and Investment (CISI) awards ceremony held at the Old Trafford Cricket Ground, Talbot Road, Manchester on Tuesday 15th October.
These awards, open to Accredited Financial Planning Firms across the UK were announced at the gala dinner hosted by Sally Plant, Head of Business Development & Education at the CISI, as part of the annual CISI Financial Planning Conference.
Accredited Financial Planning Firms must demonstrate excellence in everything they do and are recognised as some of the most trusted Financial Planning firms in the UK. They deliver a comprehensive Financial Planning service, helping clients achieve their life goals. Along with some of the leading firms in the UK, Acumen Financial Planning was judged on its business performance, innovation, service excellence and overall impact on the financial planning profession. Acumen Financial Planning is the only firm in the UK to win this award three times.
Keith Mackie, Director of Acumen Financial Planning, said:
“We are delighted to receive this award which recognises Acumen Financial Planning as one of the top financial planning firms in the UK. It is a testament to our teams across all our offices at Acumen Financial Planning. This is now the third time we have received this award once again underlining our continued focus on our clients’ needs whilst delivering a financial planning service that is second to none.”
Chris Morris, Chartered MCSI, CISI Head of Financial Planning Policy & Engagement said: “Congratulations to all of our winners. These awards recognise both individual and firm excellence along with those who have made an outstanding contribution to the financial planning profession.”.
Full details of all winners can be found here.
Photo from the Awards pictured L- R - Mandy Gill (CISI), Paul McCabe (Acumen Financial Planning), David Gow (Acumen Financial Planning), Pauline Hamilton (Acumen Financial Planning) & Amyr Rocha Lima (Presenter).
