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Lexington Wealth gains Accredited CISI status

Wiltshire-based Lexington Wealth Management has gained CISI Accredited Financial Planning Firm status.


New CISI Jersey branch President details plans

Paul Groden Chartered FCSI, the new Jersey branch President for the Chartered Institute for Securities & Investment (CISI), is to focus on financial education and inclusion during his term in office. 


CISI appoints Certified Financial Planner to board

The CISI has added a Certified Financial Planner and a senior wealth manager to its board.


2 Planning firms achieve CISI’s Accredited status 

Two Financial Planning firms - Begley Brown Financial Solutions of Glasgow and Lamb Financial of Newcastle - have joined the 67-firm strong CISI Accredited Financial Planning Firms' community.

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