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

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

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.

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.