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?

clock

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...

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

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Prosecution ready to proceed but court agrees to delay trial until late August

Sahar Nazir
clock 09 May 2025 • 2 min read
Professional Adviser TV: Female leadership and overcoming business barriers

Professional Adviser TV: Female leadership and overcoming business barriers

With WIFA winner and short lister Frankie Smith

Professional Adviser
clock 09 May 2025 • 1 min read
The 'quick way' to lose your clients' trust

The 'quick way' to lose your clients' trust

Clients are disengaging rather than firing their advisers, conference hears

Sahar Nazir
clock 09 May 2025 • 2 min read