PFS throws its weight behind Financial Planning Week
- Friday, 02 October 2020
- Articles
The 40,000-member Personal Finance Society is to throw its weight behind rival CISI’s Financial Planning Week campaign for the first time.
Read more...CISI picks Rocha Lima to chair Financial Planning Forum
- Friday, 02 October 2020
- Articles
The Chartered Institute for Securities & Investment has appointed experienced Financial Planner Amyr Rocha Lima CFP Chartered MCSI as chairman of its influential CISI Financial Planning Forum Committee.
Read more...Chartered Planner to offer free virtual advice for #FPWUK
- Wednesday, 30 September 2020
- Articles
Sheffield-based Belmayne Chartered Financial Planners is to launch virtual ‘consultations’ for consumers to raise awareness of Financial Planning Week which takes place from 5-11 October.
Read more...Pippa wins CISI Paraplanner Of The Year Award
- Friday, 25 September 2020
- Articles
The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.
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