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Brewin and Barclays Wealth execs join CISI board

The CISI has appointed four new board members including executives from Brewin Dolphin, Barclays Wealth and Rathbone.

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Revealed: CISI 2020 Financial Planning Awards winners

The Chartered Institute for Securities & Investment has today revealed the winners of its sought-after annual Financial Planning Awards.

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Hundreds of Planners backed Financial Planning Week

Preliminary figures from the CISI reveal that 130 Financial Planning offices offered free surgeries to the public during Financial Planning Week #FPWUK which took place last week.

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Call for Financial Planning bodies to work together

The new chair of the CISI’s influential Financial Planning Forum Amyr Rocha-Lima has said he would personally “love to see” more collaboration between rival Financial Planning Professional bodies.

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