James Hay backs new CISI Financial Planning mentoring drive

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. 

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Fund manager supports CISI's new Financial Planning mentoring

Global investment manager Schroders is supporting the CISI’s Financial Planning Mentoring Scheme by offering an exclusive helpline for the scheme mentees and mentors.  

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Financial Planning firm gains sought-after CISI accreditation

The CISI revealed the latest form to join an elite list of 72 of its Accredited Firms is an Inverness-based Financial Planner.

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New appointments to CISI Financial Planning Forum Committee

The CISI has appointed four new members to its Financial Planning Forum Committee.

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