A wealth planner at adviser consolidator Succession Wealth has been appointed as committee president at the Chartered Institute for Securities & Investment (CISI). Mark Rogers was appointed as ...

Rogers, who has spent 37 years in financial services, was formerly chair of the Birmingham branch of the Institute of Financial Planning before the professional body was merged into the CISI ...

Chartered financial planner Alasdair Walker has walked away with one of the CISI’s top awards with Pavis Financial Management winning the firm of the year award. Announced at an awards ceremony ...