Financial Planning firm founder: This is a huge honour

The founder of Acumen Financial Planning has described the “huge honour” of being named Accredited Financial Planning Firm of the Year.


Financial Planning award axed as entries 'weren't that good'

Two Financial Planning awards were axed because entries “weren’t that good” in one category, while the other lacked a single candidate.


Theresa May: Advisers helping dodge tax, we're after you

Theresa May’s promised crackdown on financial advisers who help people dodge tax has prompted a message of reassurance from the CISI to clients of its members.


Financial Planning conference 'went better than expected'

The CISI’s first ever Financial Planning conference went “better than expected”, as fears about “tension” arising from the IFP merger failed to materialise, a CISI chief says.

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