Professional Bodies

PFS throws its weight behind Financial Planning Week

Fri, 02 Oct 2020 08:59:29 +0100

The 40,000-member Personal Finance Society is to throw its weight behind rival CISI’s Financial Planning Week campaign for the first time.

CISI picks Rocha Lima to chair Financial Planning Forum

Fri, 02 Oct 2020 07:28:15 +0100

The Chartered Institute for Securities & Investment has appointed experienced Financial Planner Amyr Rocha Lima CFP Chartered MCSI as chairman of its influential CISI Financial Planning Forum Committee.

Chartered Planner to offer free virtual advice for #FPWUK

Wed, 30 Sep 2020 08:28:55 +0100

Sheffield-based Belmayne Chartered Financial Planners is to launch virtual ‘consultations’ for consumers to raise awareness of Financial Planning Week which takes place from 5-11 October.

Pippa wins CISI Paraplanner Of The Year Award

Fri, 25 Sep 2020 08:40:09 +0100

The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.