Provest is an Accredited Financial Planning Firm™. CISI is the professional body for financial planners in the UK and awards this title only to firms that demonstrate the highest professional standards.
To meet the criteria for approval Provest has had to demonstrate that it provides a comprehensive financial planning service for clients, a clear cost or fee structure, and commitment to the CISI’s Code of Ethics and Practice Standards.
All client-facing advisers must have been tested on their financial planning skills at an advanced level, and at least 50 per cent of registered advisers must be qualified as a Certified Financial Planner CM professional or equivalent. Very few financial planning firms in the UK meet these exacting standards.