Financial services firm receives top accreditation
The Chartered Institute for Securities & Investment (CISI) made Sheraton Financial Planning in Wickham a CISI Accredited Financial Planning Firm.
This means that Sheraton has joined an elite list of 71 accredited firms which have demonstrated the highest standards of financial planning.
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Hide AdJason Eldrid, director of Sheraton Financial Planning, said: ‘In the continual development of Sheraton FP, accreditation demonstrates our pursuit of excellence in everything we do for clients in delivering a lifestyle financial planning service, with the objective of supporting clients to achieve their lifetime goals.’
Jacqueline Lockie, head of financial planning at the CISI, said: ‘As a firm they have not only met the strict entry criteria, but they have demonstrated their commitment to the highest level of financial planning excellence.’