CISI relaunches Wayfinder Planner search website
- Wednesday, 23 March 2022
- Articles
The Chartered Institute for Securities & Investment has relaunched its Wayfinder website which helps consumers find a Financial Planner.
Read more...Expert Wealth becomes CISI Accredited Planning Firm
- Friday, 18 September 2020
- Articles
The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.
Read more...FCA warns over Financial Planning firm clone
- Tuesday, 08 October 2019
- Articles
The FCA has issued a public warning about a clone firm using the name of respected Financial Planning firm boosst.financial.
Read more...Collingbourne achieves CISI Accredited Planning Firm status
- Wednesday, 17 July 2019
- Articles
Winchester-based Financial Planning firm Collingbourne has become the latest Financial Planning business to achieve CISI Accredited Financial Planning Firm status.
Read more...