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CISI reveals Financial Planning Awards 2022 nominees

The CISI, the professional body for Certified Financial Planners, has revealed its shortlist for the Financial Planning Awards 2022 due to be announced at the CISI’s annual Financial Planning Conference in October in Liverpool.


IWP buys female-led Financial Planner firm  

Fast-growing Financial Planning group Independent Wealth Planners (IWP) has completed a deal to buy female-led Financial Planner Holistic Financial Leadership (HFL) for an undisclosed sum, adding £252m in assets to IWP.


Free Prize Draw with our Annual Financial Planning Survey

Our 2022 Financial Planning Profession Annual Survey is now open and gives Financial Planners, Paraplanners and Wealth Managers a unique chance to share their views about the profession and potentially win a £50 M&S gift voucher - with 5 to win in the next few weeks.

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