Three receive CISI's Accredited Financial Planning Firm status

Smart Financial, Mackenzie Financial Planning and Mercury Wealth Management have joined a group of 67 firms who have achieved the highest standards of excellence within the CISI's framework. The firms are based in Cheshire, Lancashire and Durham respectively. Mercury WM managing director Oliver Bourke said: "The CISI Accredited Financial Planning Firm focuses 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." Mackenzie FP director Jane Holt (pictured, left) said: "We pride ourselves on providing ...