Wingate Financial Planning Chartered financial planner Alistair Cunningham has said he is "disappointed rather than surprised" to hear of the exclusive CII and SJP vulnerable clients qualification.
On Friday (6 September), the Chartered Insurance Institute (CII) launched an Inclusive Financial Planning qualification exclusive to St James's Place (SJP) partners and advisers. It was designed to help...
'UK investment case remains strong'
'No viable alternative'
Assist customers to get better deal
3 March 2020
CIO Stephen Jones will take up UK duties on an interim basis