Concentric Financial Services has announced that it has been awarded Chartered FirmTM status by the Chartered Institute for Securities & Investment in Jersey.
Additionally, Concentric Group has successfully obtained its license to operate in Guernsey as Concentric Wealth.
The Chartered Institute for Securities & Investment (CISI) Chartered FirmTM status is a hallmark of trust and professionalism, granted to firms that meet rigorous criteria, including regulatory recognition, a significant proportion of staff holding individual Chartered status, and adherence to the CISI Code of Conduct.
Gordon Bennie, CEO and Investment Consultant at Concentric, commented: “Attaining the CISI Chartered FirmTM status in Jersey and obtaining our operating license in Guernsey is a testament to our team’s dedication to upholding the highest professional standards. This accolade reflects our unwavering commitment to delivering exceptional financial planning and investment consultancy services to our clients across the Channel Islands.”
