CISI launches updated Wayfinder website to help savers find financial planners

‘Improved search experience’

Julia Bahr
clock • 1 min read

The Chartered Institute for Securities & Investment (CISI) has relaunched its Wayfinder website, which helps consumers find a financial planner.

The resource listing allows people across the UK to search for their nearest Certified Financial Planner (CFP) professional or Accredited Financial Planning Firm (AFPF). According to the CISI, CFP professionals can now log into the platform with their CISI account details and update their profile manager details directly. All CFP professionals therefore have full control over their public profile, the professional body said, which means it is easier for them to update their information. In addition to the key ‘find a planner' search function, Wayfinder examines what financial plann...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The five-minute complaint and the five-day investigation

The five-minute complaint and the five-day investigation

GSI Group CEO on complaints, AI and the latest set of FOS reforms

Mark Buck
clock 12 August 2026 • 5 min read
Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin
clock 12 August 2026 • 4 min read
New Talent Alliance launches financial advice careers guide

New Talent Alliance launches financial advice careers guide

Designed to attract new entrants into the profession

Sophia Panayi
clock 11 August 2026 • 2 min read