Pippa wins CISI Paraplanner Of The Year Award
- Friday, 25 September 2020
- Articles
The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.
Read more...Expert Wealth becomes CISI Accredited Planning Firm
- Friday, 18 September 2020
- Articles
The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.
Read more...CISI to launch ‘unique’ Financial Planning Week in October
- Friday, 31 July 2020
- Articles
The CISI is urging UK Financial Planners to get involved in this year’s Financial Planning Week to help consumers cope with the “huge shock” of Covid-19.
Read more...Jacqueline Lockie: How pandemic might change clients
- Friday, 29 May 2020
- Comment
Each week that goes by we learn more about ourselves as individuals and society. So far I’ve learned that I’m glad to be at home with my family and we get on well!
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