Three firms based in Durham, Cheshire and Lancashire achieve exclusive CISI Accredited Financial Planning FirmTM status

By Lora Benson | Jun 21, 2021

The Chartered Institute for Securities & Investment (CISI) is delighted to announce that three new firms have achieved Accredited Financial Planning FirmTM (AFPF) status.

Smart Financial based in Cheshire, Mackenzie Financial Planning in Bury, Lancashire and Mercury Wealth Management in Stockton-on-Tees, County Durham have joined an exclusive group of 67 Accredited Financial Planning Firms that have demonstrated their professionalism by achieving the highest standards of excellence in financial planning.

Becoming a CISI Accredited Financial Planning Firm is a demonstration of a firm’s commitment to delivering the highest standards of client care.   An AFPFTM firm undergoes a rigorous application process, one aspect is to provide a real financial plan which must demonstrate that the clients’ best interests are central to the proposition. 

150621JaneHoltMcKenziefinanicalplanningJane Holt, Director at Mackenzie Financial Planning (left in photo with Paul Jones CFPTM Chartered MCSI) said: “We pride ourselves on providing a life-enhancing financial planning experience for every one of our clients. As a boutique practice based in the North West, we are absolutely delighted to accredited by the CISI for our processes and service, and to join the select group of leading firms demonstrating excellence in financial planning across the UK.”

Oliver Bourke, FPFS BSc, Managing Director of Mercury Wealth Management150621OliverBourkeMercuryWealth (right) said: It’s wonderful to for us to achieve the CISI Accredited Financial Planning firm status and to be recognised with other exceptional firms. Demonstrating excellence in everything that we do resonates strongly with all of us at Mercury Wealth. Alongside AFPF, we hold the Corporate Chartered Financial Planning firm designation with the CII, underpinning our commitment to the highest standards for our clients.  We believe it is important to have both designations however the CISI Accredited Financial Planning Firm focusses on placing the client at the centre of the financial plan, helping them achieve what is most important to them; this is exactly what we do.”  

150621SteveMartinSmartFinancialSteve Martin CFPTM Chartered MCSI, Smart Financial CEO (left) said: “Smart Financial is delighted to once again become an Accredited Financial Planning Firm. The work that Sally Plant, and her team at the CISI, have done to reinvigorate and regenerate the Accreditation, alongside the great work that has been done with the Certified Financial Planner TM licence, has allowed us to return to the CISI fold with a new enthusiasm and new commitment to the mark. We look forward to working with the CISI and the other firms to raise the profile of financial planning within the community and with the wider public.”

Sally Plant, CISI Head of Financial Planning said: “I am delighted to be welcoming Mackenzie, Smart Financial and Mercury Wealth Management to join the CISI as Accredited Firms.  There has never been a more relevant time to demonstrate to the regulators, clients and profession commitment to focusing on consumer outcome-based financial planning.”  

To find out more about becoming a CISI Accredited Financial Planning FirmTM or renewing, please contact