IFP Conference – Standing Tall Together


Another successful conference last week at the fabulous Celtic Manor resort in Newport.

This year was a little different, as it was the first since the Institute of Financial Planning merger with CISI (the Chartered Institute for Securities and Investment).

The whole purpose of the merger was to join forces to better promote proper financial planning, increase the number of Certified Financial Planners (CFP) and change more lives for the better.

We have been huge cheerleaders for the IFP.  It has been the place where the best of the best in financial planning can be found for years now.  Andrew, Tim and me are amongst only 1,015 proud holders of the CFP in the UK.  

The CFP is hard earned and remains the global standard for financial planning excellence.  We wholeheartedly support the efforts of our new institute to increase these numbers as this can only be positive for the development of our young profession.

The conference was a fantastic opportunity to learn, share ideas and network with other financial planners, decision makers and thought leaders.  The highlight of course had to be a session on ethics and integrity in which Andrew formed part of the expert panel.


We are very proud of Andrew’s place as chairman of the board of ethics and practice standards with the IFP and can confirm that he will continue as a member of the integrity and ethics committee with our new institute, the CISI.

If you would like to learn more about why you need a personal finance director or why you should choose a professional with the CFP designation, we’d love to speak to you.



Posted by:
Matt Kiddle

October 10th, 2016

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