Sally Plant

Better education of advice sector can help drive recruitment

Your profession

Better education of advice sector can help drive recruitment

Lack of education around financial advisory leads to difficulties in hiring

clock 11 May 2023 • 2 min read
CISI launches updated Wayfinder website to help savers find financial planners

Your profession

CISI launches updated Wayfinder website to help savers find financial planners

‘Improved search experience’

clock 23 March 2022 • 1 min read
Depledge Strategic Wealth Management achieves CISI accreditation

Companies

Depledge Strategic Wealth Management achieves CISI accreditation

67 firms in UK

clock 09 March 2022 • 1 min read
Begley Brown and Lamb Financial obtain CISI Accredited status

Your profession

Begley Brown and Lamb Financial obtain CISI Accredited status

Joining a list of 67 firms

clock 14 October 2021 • 2 min read
Advisers honoured at CISI 2021 Financial Planning Awards

Your profession

Advisers honoured at CISI 2021 Financial Planning Awards

CISI honours outstanding advisers

clock 06 October 2021 • 1 min read

Your profession

Three receive CISI's Accredited Financial Planning Firm status

Adding to 67 firms

clock 22 June 2021 • 1 min read

Your profession

CISI names SJP paraplanner as new head of financial planning

Taking over from Jacqueline Lockie

clock 09 November 2020 • 2 min read