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CISI relaunches Wayfinder Planner search website

The Chartered Institute for Securities & Investment has relaunched its Wayfinder website which helps consumers find a Financial Planner.


Expert Wealth becomes CISI Accredited Planning Firm

The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.


FCA warns over Financial Planning firm clone

The FCA has issued a public warning about a clone firm using the name of respected Financial Planning firm boosst.financial.


Collingbourne achieves CISI Accredited Planning Firm status

Winchester-based Financial Planning firm Collingbourne has become the latest Financial Planning business to achieve CISI Accredited Financial Planning Firm status.

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