A Financial Planner has taken the reins at the CISI’s Birmingham and West Midlands branch.

Andrew Porter, Chartered FCSI, who works for Barclays Wealth and Investment Management, has been appointed as the new branch president.

The former Towry and Sanlam wealth manager takes over from Iain Bailey Chartered MCSI.

Mr Porter is also a trustee on the CISI Educational Trust.

He said: “I have always enjoyed my professional body, the CISI. I am particularly really interested in the education, both ongoing professional development for members as well as educating those interested in a career in finance and financial education generally. It is a privilege to be appointed President in Birmingham and the West Midlands and to connect my work on the CISI Educational Trust.

“Using our skills and experience as finance professionals within the wider community in schools and colleges is a great example of where CISI can make a difference. I would like to thank my predecessor Ian Bailey in his work as former President in progressing the committee and furthering its presence.

“There are many forthcoming events, such as student Insight Days and the Professional Skills conference that the branch are becoming involved in and I would like us to build on our successes as well as involving the broader membership.”

Mr Porter achieved a Masters degree in European Studies at Bradford University before beginning as a graduate recruit at regional stockbroker Albert E Sharp in 1994. He achieved his CISI Diploma in 1996 and has been a CISI member since 1993.

Iain Bailey Chartered MCSI and outgoing branch President, said: “Increased professionalism in both the financial advice and investment arena is providing a far better experience for clients as well as career opportunities for CISI members. The glue holding everything together remains cast iron integrity, which is clearly the driving force behind so many people working in the region. I wish Andrew all the very best in his new role with this great team.”

Kevin Moore Chartered MCSI, CISI director of Global Business Development, said: “We are delighted to welcome Andrew as president of our CISI Birmingham and West Midlands branch. We look forward to supporting him in the promotion of the branch’s professional development and membership programme.”

The next CISI Birmingham branch events are:

10 November – Fund Manager seminar: Income strategies using investment companies at the National Motorcycle Museum in Solihull

15 November – FCA enforcement: recent trends and future developments, at Brewin Dolphin, Birmingham.