CISI Paraplanner Conference stays online for 2022
- Friday, 01 April 2022
- Articles
The Chartered Institute for Securities & Investment’s annual Paraplanner Conference will return this year as an online event due to the popularity of this format.
Read more...IFW returns to in-person wellbeing conference for Planners
- Friday, 25 March 2022
- Articles
The Initiative for Financial Wellbeing (IFW) is to return to an in-person, one-day annual conference for Financial Planners to be held in Bristol on 25 May.
Read more...IWP acquires £260m Southport Chartered Planning firm
- Thursday, 25 November 2021
- Articles
Rapidly expanding Financial Planning-focused advisory group Independent Wealth Partners (IWP) has acquired Southport-based Chartered Financial Planning firm Premier Wealth Management.
Read more...Klonowski wins CFP Professional of the Year Award
- Wednesday, 06 October 2021
- Articles
Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.
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