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Concentric Financial Services Limited has reached two significant milestones in the Channel Islands.
The firm firstly announced it had achieved the prestigious Chartered Firm status by the Chartered Institute for Securities and Investment in Jersey – which is recognised as a hallmark of trust in the industry, and is only granted to firms that meet rigorous criteria such as regulatory measures and CISI code of conduct.
The news comes as part of a joint announcement which additionally revealed that Concentric Group had obtained its license to operate in Guernsey as Concentric Wealth.
Pictured: Gordon Bennie (left) with Tracey Freeman, Compliance Officer, and David Lockhart, Business Development and Wealth Consultant.
Gordon Bennie, CEO and Investment Consultant at the firm, said: "Attaining the CISI Chartered Firm 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 and distinguishes Concentric as a leader in the financial services sector in Jersey, while our expansion into Guernsey demonstrates our dedication to growing our client-centric services across the Channel Islands."
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