This month we are pleased to announce that Geoff O’Shea of Accumulus Consulting has achieved the title of Chartered Wealth Manager from The Chartered Institute for Securities & Investment.
To quote from the CISI’s website
“Across the world, and across industries, a personal Charter is recognised as a symbol of the peak of professionalism. Holding a Charter tells clients, colleagues and regulators that you have already demonstrated an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour and that you are dedicated to maintaining this.
Attaining a Charter from the CISI, the UK's leading securities and investment professional body, highlights that you are at the pinnacle of professionalism in financial services. “
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