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UK Financial Planning Week goes virtual

Financial Planning Week is to run online and on social media 5-11 October to help promote consumer awareness and understanding of how Financial Planning can help consumers.

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1 in 4 pessimistic about finances post Covid-19

One in four consumers over 25 (26%) say they are “not confident” about their financial situation due to the impact of the Coronavirus pandemic, according to a survey by the CISI ahead of Financial Planning Week 2020.

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Pippa wins CISI Paraplanner Of The Year Award

The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.

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Expert Wealth becomes CISI Accredited Planning Firm

The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.

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