Chartered Financial Planner adds 2 key hires

Chartered Financial Planner firm Prest Financial Planning of Stockport is continuing its expansion with two significant new appointments.

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Nicola Watts: Financial Planning is a sharing community

Last week I attended the CISI Financial Planning Annual Conference and this week, as part of my duties as branch president of our local CISI branch, I was delighted to help in the hosting of a round-table discussion.

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New look CFP and other changes coming from CISI

CISI head of Financial Planning Jacqueline Lockie CFP announced a raft of improvements to the professional body's qualifications and support services for members at the CISI Annual Financial Planning Conference 2018 today in Birmingham.

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FCA’s Hewitt explains regulatory changes to DB transfer rules

The FCA’s Chris Hewitt went into detail about new rules governing DB transfers at yesterday’s Paraplanners Powwow. 

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