Wealth manager and platform James Hay is supporting the CISI’s new Financial Planning Mentoring Scheme by offering its technical pensions helpline for scheme mentees and mentors. 

Global investment manager Schroders is supporting the CISI’s Financial Planning Mentoring Scheme by offering an exclusive helpline for the scheme mentees and mentors.  

The CISI revealed the latest form to join an elite list of 72 of its Accredited Firms is an Inverness-based Financial Planner.

The CISI has appointed four new members to its Financial Planning Forum Committee.