CISI appoints Certified Financial Planner to board

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

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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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Financial Planning Week 2021 gets under way

Financial Planning Week, the nationwide annual campaign to promote the benefits of good Financial Planning, has got under way today. 

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Klonowski wins CFP Professional of the Year Award

Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.

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