Concentric Achieves CISI Chartered Status and Expands Operations to Guernsey.

Concentric Financial Services Limited (Concentric) is proud to announce that it has been awarded the prestigious Chartered Firm™ status by the Chartered Institute for Securities & Investment (CISI) in Jersey. Additionally, Concentric Group has successfully obtained its license to operate in Guernsey as Concentric Wealth. These milestones underscore Concentric’s commitment to excellence, professionalism, and ethical standards in the financial services industry.

The CISI Chartered Firm™ status is a hallmark of trust and professionalism, granted to firms that meet rigorous criteria, including regulatory recognition, a significant proportion of staff holding individual Chartered status, and adherence to the CISI Code of Conduct.

Gordon Bennie, CEO and Investment Consultant at Concentric, commented:

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 across the Channel Islands.

This achievement 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. Clients can be assured that Concentric adheres to the highest standards of trustworthiness and expertise, as validated by the CISI Chartered Firm™ status.