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4 new committee members appointed to CISI financial planning forum

28 October 2018

The Chartered Institute for Securities & Investment (CISI) has appointed four new members to its financial planning forum committee.

The new additions to the global organisation are Neil Bailey, director at Fortitude Financial Planning (pictured); Amyr Rocha-Lima, financial planner at Holland Hahn & Wills; James Mallinson, senior manager, partnership development at SJP and David Hearne, director at Statis Asset Management.

The forum was designed to encourage financial planning members to share their ideas, host presentations by those within the industry and meet and engage in open discussions with other financial planners.

Commenting on his appointment, Bailey said: “I am looking forward to working with the committee to continue the promotion of the benefits of financial planning to both practitioners and public. There is real appetite for this; the journey that was started by the IFP has gathered momentum through the efforts of CISI and PFS and initiatives such as Back2Y and Humans under Management.”

Rocha-Lima added: “It is great to get together with other financial planners –  from across the spectrum of our profession – under the umbrella of a global professional body to share ideas and promote high standards across the financial planning community.”

Jacqueline Lockie, head of Financial Planning CISI (pictured), said: “We are very pleased to welcome all four new members to our Financial Planning Forum which represents the financial planning community’s interests at CISI.  At this exciting time and building on a successful annual conference, I look forward to working with them along with the rest of the committee, to grow the professional of financial planning.”

Alongside the financial planning forum, CISI also has eight other forums covering bond, compliance, corporate finance, international regulation, financial technology, operations, risk and wealth management.

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