The Chartered Institute for Securities & Investment (CISI) has appointed Certified Financial Planner Oliver Bourke as the new chair of its Accredited Financial Planning Firm steering committee.

Exeter-based Fowler Financial Planning has been granted CISI Chartered Firm status by the Chartered Institute for Securities & Investment (CISI).

The Chartered Institute for Securities & Investment has appointed Chartered Financial Planner Steven McBurnie as the new chair of its Paraplanner Interest Group (PPIG).

The Chartered Institute for Securities & Investment (CISI) has appointed Certified Financial Planner Carly Dunningham as chair of the CISI Financial Planning forum committee.