Advisers honoured at CISI 2020 Financial Planning Awards
‘Year quite unlike any other’
A host of advisers have been honoured at the annual Chartered Institute for Securities & Investment (CISI) awards, with boosst and Woodruff Financial Planning among the winners.
CISI head of financial planning Jacqueline Lockie said the winners' achievements were to be celebrated especially in "this year quite unlike any other". She said: "Their resilience and dedication to...
More on Your profession
Kim Bendall launches outsourcing firm Go Paraplanning
Opened this month
Advisers who would recommend career in financial advice jumps by one fifth - research
Despite concerns over recruiting
Walker Crips acquires client book of adviser MA Heap
Walker Crips Wealth Management, part of Walker Crips Group, has acquired the client book of the financial adviser firm MA Heap.
Sudden fund closure takes majority investor adviser by surprise
Marlborough BDM did not know
CII sends apology to candidates for exam mishaps
Issues faced during lockdown
More news
FCA issues data request to 65 advisers over Rolls Royce DB pension scheme
Rolls-Royce to cut 9,000 jobs
Kim Bendall launches outsourcing firm Go Paraplanning
Opened this month
Advisers who would recommend career in financial advice jumps by one fifth - research
Despite concerns over recruiting
John David: MiFID II and the implications for ESG investing
'Disparity in readiness'
Walker Crips acquires client book of adviser MA Heap
Walker Crips Wealth Management, part of Walker Crips Group, has acquired the client book of the financial adviser firm MA Heap.
