CISI
Best Practice | 27 Jan 25
Belmayne achieves CISI chartered firm status
Belmayne is a family-oriented financial planning firm based in Dronfield, England
Best Practice Adviser Awards | 6 Jan 25
Steven McBurnie named chair of CISI Paraplanner Interest Group
He takes over from Dan Atkinson who steps down as PPIG chair after five years
CISI names new Ireland country head
He joins the CISI from Dublin-based StoneX Group
CISI unveils Financial Planning Week 2025 as ‘opportunity to give back’
It will take place between 27 January and 2 February next year
People Moves | 14 Oct 24
Carly Dunningham to chair CISI Financial Planning Forum
She is taking over the chair from Amyr Rocha Lima