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CISI Financial Planning Conference heads to Liverpool

The CISI’s annual Financial Planning Conference, one of the biggest events in the Financial Planning calendar, will take place this year on 6 October in Liverpool.


Change of name for Rathbone Brothers

Rathbone Brothers Plc, the investment manager and Financial Planning group, has changed its name to Rathbones Group Plc with effect from today. 


Quilter Cheviot makes new senior appointment in Liverpool

Wealth manager and Financial Planner Quilter Cheviot has appointed a new head of office at its Liverpool location.


New CISI Liverpool President appointed

The CISI has appointed a new President to head its Liverpool branch. 

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