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

Feel Good Friday: EQ Investors team completes 17.5-mile charity walk

Feel Good Friday: EQ Investors team completes 17.5-mile charity walk

For Carney’s Community

Professional Adviser
clock 02 October 2026 • 1 min read
'Affluent advice gap' sees unadvised individuals sit on £1.61trn amid commission concerns

'Affluent advice gap' sees unadvised individuals sit on £1.61trn amid commission concerns

The Lang Cat research

Jen Frost
clock 01 October 2026 • 3 min read
Succession Alliance launches first profession-wide succession survey

Succession Alliance launches first profession-wide succession survey

Open to people in all roles working in financial planning firms

Sophia Panayi
clock 29 September 2026 • 1 min read