- Tuesday, 12 February 2019
Wealth manager and platform James Hay is supporting the CISI’s new Financial Planning Mentoring Scheme by offering its technical pensions helpline for scheme mentees and mentors.Read more...
- Friday, 18 January 2019
Global investment manager Schroders is supporting the CISI’s Financial Planning Mentoring Scheme by offering an exclusive helpline for the scheme mentees and mentors.Read more...
- Friday, 16 November 2018
The CISI revealed the latest form to join an elite list of 72 of its Accredited Firms is an Inverness-based Financial Planner.Read more...
- Monday, 22 October 2018
The CISI has appointed four new members to its Financial Planning Forum Committee.Read more...