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CISI pledges to support Financial Services Skills Compact
The aim is to invest in people, develop talent pipelines and work together to address skills gaps in the sector.
CISI
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PIMFA publishes new guidance to help firms prevent and address non-financial misconduct
The guidance was developed with the Chartered Insurance Institute (CII), the Chartered Institute for Securities & Investment (CISI) and Clyde & Co.
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Dean Stevens Wealth Management and William Highbourne achieve CISI Chartered Firm status
These firms were awarded after meeting strict criteria, including a professional development programme that fits CISI continuing professional development requirements.
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Stalworth Wealth and Ifamax gain CISI Accredited Financial Planning Firm status
Peter Stalworth said: “This recognition reflects our unwavering commitment to delivering the highest standards of financial planning and ethical advice."
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CISI appoints Rholo Mba as Jersey branch president
Mba said: “It is a privilege to lead an organisation that plays such an important role in supporting the professionalism, integrity and future of our industry."
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CISI appoints Jack Rawlings as Essex branch president
Rawlings said: “I look forward to supporting our local professional community and the wider CISI mission.”
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CISI appoints three trustees to board
Michael Cole-Fontayn MCSI said: “It is with great pleasure that we welcome Rosie Glazebrook, Susan Daniel MCSI, and Nicholas Garnish, Chartered MCSI as our newest members of the Board of Trustees."
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CISI reveals winners of Financial Planning Awards 2025
Nicola Ellis, David Cole, Boosst, Peter Stalworth and Quentin McCormick have been named as winners at the CISI Financial Planning Awards 2025.
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Three UK firms gain CISI Accredited Financial Planning Firm status
Ardent Financial Planning, Key Financial Planning, and Pyrford Financial Planning all achieved CISI Accredited Financial Planning Firm status.
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Nine Wealth Management awarded CISI chartered firm status
Andrew Booth said: “It places us among the elite financial planning practices in the UK and clearly reflects our ongoing commitment to excellence."