Phil Billingham on what the IFP-CISI merger means for financial planners

What does the merger of the IFP and CISI mean for UK financial planners?

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Where many financial planners are doing both the financial planning role, as well as increasingly the ‘wealth management' role, this merger starts to make complete sense, writes Phil Billingham...

The starting point of any commentary in this area is to recognise one simple fact - the financial planning profession in the UK, however small, would simply not exist without the pioneering work and vision of the likes of Paul Etheridge MBE and others of his generation that set up the IFP in the first place 29 years ago. Whilst growth of the membership has been slower than many would have liked, the IFP has created a world class and worldwide - and I can attest to that - reputation for standards, integrity and quality of membership. That, in turn, has allowed the IFP to punch well abo...

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