The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.

When I was much younger, I remember writing on my CV that I had “excellent written and oral communication skills.” 

The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.

Plan Works has partnered with Siân Davies Cole to expand the firm's outsourced service to Financial Planners.