Search for professional advice

Want to find expert Financial Planning advice? Just enter your postcode in the box above to search for the Accredited Financial Planning firms and individual CERTIFIED FINANCIAL PLANNERTM professionals local to you.  The search will initially display the details of Accredited Financial Planning FirmsTM in your area, then the names of individual CERTIFIED FINANCIAL PLANNERTM professionals. You can easily see the results closest to you by using the map, and clicking on one of the letters will show a pop up box with contact details. CISI Accredited Financial Planning FirmsTM  and CFPTM professionals have undergone rigorous assessment by the CISI to ensure that they provide a comprehensive financial planning service. 

Accredited Financial Planning FirmTM

These firms have been assessed by the CISI as meeting the highest standards of service, which is delivered with the utmost care and ethical practice by highly qualified individuals including CERTIFIED FINANCIAL PLANNERCM professionals – just what you’d expect from the profession’s leading firms. Read more.


These individuals have met the highest ethical and practice standards required to gain this advanced level qualification which is globally recognised as the standard of excellence in Financial Planning. The best Financial Planning results come from working with a CFPTM professional. Read more.