Financial Planner gains simultaneous CISI and CII accreditations

Financial Planning firm Montage Wealth Management has simultaneously achieved the Chartered Financial Planner accreditation for the firm from the CII and the Accredited Financial Planning Firm accreditation from the CISI.

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CISI warns FCA over impact of FOS compensation increase

The Chartered Institute for Securities & Investment (CISI) has raised concerns with the FCA at the decision to increase the Financial Ombudsman Service’s (FOS) compensation limit from £150,000 to £350,000, as it may have “serious unintended consequences for its member SMEs”.

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CII launches new categories at awards

The Chartered Insurance Institute (CII) has announced an overhaul to its annual awards which celebrate talent at its local institutes and standards of excellence among its global membership.

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Chartered Status For Sheffield Financial Planner

A Paraplanner who works at wealth management and financial advice firm, Russell Ulyatt Financial Services, has become a Chartered Financial Planner.

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