Fund manager supports CISI's new Financial Planning mentoring

Global investment manager Schroders is supporting the CISI’s Financial Planning Mentoring Scheme by offering an exclusive helpline for the scheme mentees and mentors.  


Financial Planning firm gains sought-after CISI accreditation

The CISI revealed the latest form to join an elite list of 72 of its Accredited Firms is an Inverness-based Financial Planner.


New appointments to CISI Financial Planning Forum Committee

The CISI has appointed four new members to its Financial Planning Forum Committee.


Financial Planning Week aims to ‘make dreams happen’

As part of Financial Planning Week, which kicked off yesterday, UK consumers are being offered free personal Financial Planning sessions worth up to £500 with the theme to “make dreams happen.”

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