Tilney to provide Financial Planning advice to RICS members

Tilney Smith & Williamson has formed a Financial Planning partnership with the Royal Institution of Chartered Surveyors (RICS) which will give access to Financial Planning services to RICS members.


Chartered Planner wins accountant client referrals after top exam marks

A Chartered Financial Planner says he has already begun to win client referrals from solicitors and accountants after achieving top marks in a trust and estates planning exam.


CISI strikes deal with adviser trade body

The Chartered Institute for Securities & Investment has announced a partnership with the Baltic Financial Advisers Association.


CISI names replacement for global learning director

The CISI has named the replacement for its global director of learning role.

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