Chapters Financial, a Chartered Financial Planning firm based in Guildford, Surrey, has promoted Vicky Fulcher to become a director at the firm after five years with the business.

A panel of expert Financial Planners answered questions posed by mystery delegates at the CISI Annual Financial Planning Conference in Birmingham this afternoon.

Financial Planners have shared their insights into how content and communication can boost engagement with clients.

 The Chartered Institute for Securities & Investment has appointed leading Financial Planner Keith Churchouse CFP Chartered FCSI as President of the CISI’s Southern branch.