A Paraplanner who started as a junior has won the prestigious Simon Wheatley Shield and a £250 cash prize for being an outstanding candidate while completing her PFS Fellowship.

The CISI’s Paraplanning Conference is to move to London this year and will be free for the first time for CISI members.

The CISI’s flagship Annual Paraplanning Conference has been postponed from May until September due to the Coronavirus outbreak. 

 The London Institute of Banking & Finance has today launched a new Level 4 qualification in Paraplanning designed to be completed within 9 months.

Expanding wealth manager and Financial Planner firm Kingswood has announced a new managing director as part of a series of senior management appointments.

Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online platform cost comparison tool.

Financial Planning firm Pareto has expanded its team with the appointment of three new Paraplanners.

Informed Choice has announced the appointment of Shelley McCarthy as its new managing director.

Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.

Welcome to a new feature on Financial Planning Today called Newsmakers where Financial Planning Today catches up with the people making headlines in the Financial Planning and Paraplanning professions.