Head of Financial Planning Lockie to leave CISI

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.

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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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