CISI launches updated Wayfinder website to help savers find financial planners

‘Improved search experience’

Julia Bahr
clock • 1 min read

The Chartered Institute for Securities & Investment (CISI) has relaunched its Wayfinder website, which helps consumers find a financial planner.

The resource listing allows people across the UK to search for their nearest Certified Financial Planner (CFP) professional or Accredited Financial Planning Firm (AFPF). According to the CISI, CFP professionals can now log into the platform with their CISI account details and update their profile manager details directly. All CFP professionals therefore have full control over their public profile, the professional body said, which means it is easier for them to update their information. In addition to the key ‘find a planner' search function, Wayfinder examines what financial plann...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Professional Adviser TV: Creative ways to tackle the advice gap

Professional Adviser TV: Creative ways to tackle the advice gap

With Octopus Money CEO Ruth Handcock and financial adviser Kristian Manton

Professional Adviser
clock 25 April 2025 • 1 min read
Economic secretary confirms wholesale ISA review as experts demand sweeping reform

Economic secretary confirms wholesale ISA review as experts demand sweeping reform

LISA reform front and centre

Beth Brearley
clock 24 April 2025 • 2 min read
 MorganAsh introduces customer support tracking to vulnerability platform

MorganAsh introduces customer support tracking to vulnerability platform

Recording suggested next steps

Jaskeet Briah
clock 24 April 2025 • 2 min read