CISI 2019: 60% of clients will fire parents’ planner

Monday, 30 September 2019
Articles
Sapna Shapero and Anja Turvey of Chesterton House at the CISI Financial Planning Conference 2019

Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.

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CISI 2019: Financial Planning Conference opens

Monday, 30 September 2019
Articles
Martin Ruskin addresses the CISI Financial Planning Conference

The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham. 

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