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  • Over 300 Financial Planners heading to conference

    Awards at last year's gala dinner - more will be handed out this year

  • Miracles? Expect one a month, Financial Planners to be told

    Professor David Hand will be a guest speaker at the CISI’s Financial Planning Annual Conference

  • Planner fears phone recordings rule may damage firm's image

    Nicola Watts CFPTM Chartered MCSI, director of Jane Smith Financial Planning in Buckinghamshire

  • Financial Planning firm taken over by AFH

    The AFH website

  • James Bond adviser on changing client views on risk

    Caspar Berry was an adviser on James Bond film Casino Royale in 2006

  • Financial Planning conference 'went better than expected'

    Campbell Edgar Chartered FCSI, the CISI's head of Financial Planning

  • Financial Planning award axed as entries 'weren't that good'

    Gala dinner evening guests at the conference clap the winners of the other awards

  • 222 Chartered Financial Planners join PFS ranks

  • Financial Planning firm founder: This is a huge honour

  • You're hired: Apprentice Paraplanner trio taken on

  • IFP to CISI membership recovered after drop to 50%

    Jackie Lockie speaking to the conference last week, alongside the CISI panel

  • Brown Shipley to acquire Manchester Financial Planner

    The Roberts Partnership website

  • FPSB: Planners must clearly show value over robo-tools

    FPSB CEO Noel Maye

  • Sanlam entices Financial Planners to new partner scheme

    Sanlam website

  • 4 in 10 readers rate CISI conference ‘excellent’

  • It took my brother and client - planner's ride inspired by loss

  • 'I want my story of beating cancer to help save more lives'

  • Plans unveiled for £50m Financial Planning firm

    The Private Office chief executive, Stuart Phillips, left, with PQR Financial Planning managing director, Quentin Holland.

  • Financial Planners: Clients being pushed into early retirement

    Mike Gordon, technical director, at Rutherford Wilkinson

  • Chartered Financial Planning firm buys IFA

Page 26 of 62

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