CISI appoints new members to Financial Planning Forum Committee

The Chartered Institute for Securities & Investment (CISI) is delighted to announce the following new appointments to the CISI’s Financial Planning Forum Committee.  The new members are:

Neil Bailey CFP™ Chartered FCSI, Director at Fortitude Financial Planning Ltd and previous experience on the Institute of Financial Planning board,

Amyr Rocha-Lima, Financial Planner at Holland Hahn & Wills,

James Mallinson MCSI, Senior Manager, Partnership Development at SJP and

David Hearne CFP™ Chartered FCSI, Director, Statis Asset Management Ltd, previously a member of CISI’s Wealth Management Professional Forum.

The IFP Professional Forum encourages CISI’s financial planning members to share their ideas and listen to presentations by other practitioners. The Forum provides an opportunity to meet other professionals and engage in open discussions in a confidential setting, as Forums are conducted under the Chatham House rule.

On his appointment, Neil 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.”

Amyr Rocha-Lima said: “I very much look forward to working with the CISI FP Forum Committee. 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.”

James Mallinson said, “I am incredibly delighted to be joining the financial planning forum committee and working with the team at the CISI on its events, financial planning strategy, and areas of interest in the profession. I am passionate about holistic financial planning and hope that my contribution will assist the committee with its overall aims and objectives.”

Jacqueline Lockie CFP™ Chartered FCSI, CISI Head of Financial Planning 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.”

The global professional body has nine professional forums which include the practitioner areas of: Bond, Compliance, Corporate Finance, International Regulation, Financial Technology, IFP (Financial Planning), Operations, Risk and Wealth Management.


by Lora Benson | Oct 22, 2018

Leave a Reply