The CISI, the professional body for Certified Financial Planner (CFP) Professionals, has this week launched its new pathway to CFP status for planners holding the rival Chartered Financial Planner designation.

Cheshire-based Financial Planning firm Clarion Wealth Planning has added four new staff as it continues to expand.

When I switched from accountancy to financial advice in 1987 the landscape was dominated by a few very large salesforces.

Financial Planning and retirement savings firm Punter Southall Aspire has expanded its Financial Planning teams with new Chartered Financial Planner appointments in Poole and Oxford.