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You are here: Home » Press Releases » Paul becomes chartered member of the Chartered Institute of Securities and Investment

Paul becomes chartered member of the Chartered Institute of Securities and Investment


A financial consultant at Halifax-based LRH Wealth Management has become a chartered member of the largest and most widely respected professional body for those working in the securities and investment industry.

Paul Smith was granted individual Chartered Status following a maximum score in the Integrity examination held by Chartered Institute of Securities and Investment (CISI). In order to attain Chartered Status, a candidate must demonstrate a high level of achievement and competence, as well as a combination of qualifications and experience.

Charter holders must commit to Continuous Professional Development (CPD) and can have their records audited at random to ensure the high standards required of them are being met at all times.

Paul passed his Registered Representative of the Stock Exchange exams back in 2001, allowing him to deal directly with market makers on the London Stock Exchange. The CISI itself evolved from the London Stock Exchange and now has more than 40,000 members across 89 countries.

He has also dealt with international markets, including the Europe, the USA, China and Japan, before moving on to corporate broking for directors from FTSE 100 firms. In 2008, he came third in a national fund management competition for investment advisers run by JP Morgan.

Paul joined LRH at the beginning of 2006 and advises on investments for personal, corporate and trust monies. He also holds specialist qualifications in Pensions and Inheritance Tax Planning.

Duncan Crossley, a director at LRH, said: “We are very proud of Paul’s achievements and other exam successes since he joined the firm nearly five years ago.

“Chartered status is achieved only by the most competent and experienced professionals, meaning clients can be sure that they are receiving a high level of service.”

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