The Chartered Institute for Securities & Investment’s (CISI) has confirmed that Nine Wealth Management has achieved CISI chartered firm status after meeting its standards for professionalism and professional development.
The Cardiff-based firm has over 30 years’ experience in wealth management, including financial cash flow modelling.
Andrew Booth, founder of Nine Wealth Management, said: “Achieving CISI Chartered Firm™ status is a significant milestone and the culmination of many years of dedicated work.
“It places us among the elite financial planning practices in the UK and clearly reflects our ongoing commitment to excellence.
“It represents our focus on doing what is right for our clients and affirms our promise to deliver the highest standards of professionalism, integrity, and client care, providing peace of mind and confidence in the financial journey ahead.”
Tracy Vegro, CEO at CISI, said: “It is a pleasure to welcome Nine Wealth Management to our prestigious list of firms holding CISI Chartered Firm™ status.
“This achievement signifies their commitment to excellence and dedication to continuing professional development, which is central to upholding the highest professional standards.”
