Phil Billingham on what the IFP-CISI merger means for financial planners

What does the merger of the IFP and CISI mean for UK financial planners?

clock

Where many financial planners are doing both the financial planning role, as well as increasingly the ‘wealth management' role, this merger starts to make complete sense, writes Phil Billingham...

The starting point of any commentary in this area is to recognise one simple fact - the financial planning profession in the UK, however small, would simply not exist without the pioneering work and vision of the likes of Paul Etheridge MBE and others of his generation that set up the IFP in the first place 29 years ago. Whilst growth of the membership has been slower than many would have liked, the IFP has created a world class and worldwide - and I can attest to that - reputation for standards, integrity and quality of membership. That, in turn, has allowed the IFP to punch well abo...

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

Women and wealth: A new era of financial empowerment?

Women and wealth: A new era of financial empowerment?

Helping women build confidence and craft long-term strategies

Olivia Perry
clock 13 December 2024 • 3 min read
Feel Good Friday: Quilter Foundation partners with two charities

Feel Good Friday: Quilter Foundation partners with two charities

Supporting Meals & More and Feeding Britain

Professional Adviser
clock 13 December 2024 • 1 min read
Playing to your strengths when building professional connections

Playing to your strengths when building professional connections

Have clear networking goals

Sam Whitaker
clock 12 December 2024 • 4 min read