CISI new head of financial planning

Sally Plant is the new head of financial planning at CISI


Sally is currently working with Robur Wealth Management, a partner practice to St James’s Place Wealth Management, where her role covers paraplanning and business development.

Sally previously worked for the CISI between 2005 and 2016, playing an integral part in building the Institute’s early relationships in the Middle East, as well as working with the CISI’s major clients in the UK, both wholesale and retail. In her previous CISI role as head of education development, Sally was part of the CISI’s executive team, responsible for expanding the Institute’s schools, university and apprenticeship programmes. 

CISI CEO Simon Culhane, Chartered FCSI said: “We are very pleased indeed to welcome Sally back to the CISI. Her skills and experience will be invaluable as we look to grow the number of CFP™  professionals in both the UK financial planning and wealth management communities.”

Sally said: “I’m thrilled to be joining the CISI team during this exciting period of growth for the CFP professional qualification and to play a role in helping to raise the profile of financial planning to the public.

“The pathway to the level 7 CFP certification presents a unique opportunity to attain the highest level qualification in financial planning in the UK. An impressive badge of excellence and a positive way to reassure clients in these turbulent times that they are in safe hands.”

“I look forward to working with the members at the heart of our existing financial planning community and championing the virtues of holistic financial planning in the broader community.”

The appointment has been made following the recent announcement of the departure of the CISI’s current head of financial planning, Jacqueline Lockie.

Published: 30 Nov 2020
  • Financial Planning
  • paraplanning

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