SJP Paraplanner is new CISI Financial Planning head
- Monday, 09 November 2020
- Articles
The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.
Read more...Head of Financial Planning Lockie to leave CISI
- Thursday, 22 October 2020
- Articles
Jacqueline Lockie CFP Chartered FCSI, the Chartered Institute for Securities & Investment’s head of Financial Planning, will leave the professional body at the end of the year.
Read more...Brewin and Barclays Wealth execs join CISI board
- Friday, 16 October 2020
- Articles
The CISI has appointed four new board members including executives from Brewin Dolphin, Barclays Wealth and Rathbone.
Read more...Revealed: CISI 2020 Financial Planning Awards winners
- Tuesday, 13 October 2020
- Articles
The Chartered Institute for Securities & Investment has today revealed the winners of its sought-after annual Financial Planning Awards.
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