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Firm gains CISI Accredited Financial Planning status

The Chartered Institute for Securities & Investment (CISI) has revealed that Sheraton Financial Planning, based in Fareham, Hampshire, has become a CISI Accredited Financial Planning Firm.

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Money podcaster Pete Matthew seals 7IM partnership

UK-based money podcast and 7IM have launched a “groundbreaking”, low-cost investment service to make it easy for viewers and listeners to invest in funds that match their appetite for risk.

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George Kinder: Why we need to build a Golden Civilisation

I was bothered more than most by the banking crisis of 2007-8 and the following great recession. I’d started work in the industry in the Great Recession of 73/74, and was part of the early Financial Planning and fee-only communities in America, reacting to the institutionalisation and product sales orientation of the bulk of the profession. 

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CISI partners with Saudi Arabia university for new courses

The London-based Chartered Institute for Securities & Investment has partnered with Saudi Arabia’s oldest national university, King Faisal University, to offer a range of international qualifications aimed at encouraging more students to enter the financial services professions.

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