Wealth Matters acquires Herts IFA's clients
- Tuesday, 23 June 2020
- Articles
CISI Accredited Financial Planning firm Wealth Matters has acquired the clients of Hertfordshire IFA Poptani Financial Solutions.
Read more...CISI Ireland appoints new President
- Wednesday, 10 June 2020
- Articles
The Chartered Institute for Securities & Investment has appointed Eugene Kiernan FCSI as the new President of the CISI National Advisory Council for Ireland.
Read more...Jacqueline Lockie: How pandemic might change clients
- Friday, 29 May 2020
- Comment
Each week that goes by we learn more about ourselves as individuals and society. So far I’ve learned that I’m glad to be at home with my family and we get on well!
Read more...Nearly 50 pass new-look CISI Financial Planning exam
- Monday, 11 May 2020
- Articles
The CISI has reported that 80% of candidates passed the latest CISI Level 6 Advanced Financial Planning exam which leads to the UK’s highest Financial Planning certification.
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