Fantastic new site coming soon

Our Find a Financial Planner (Wayfinder) website is currently under development. Wayfinder would normally give you hints and tips on how to look after your finances and would direct you to the most qualified and trusted financial planners in the UK. We are refreshing the website so we have the most relevant and up to date information on this for the general public so we appreciate your patience as we work hard to build this for you.

Be the first to know when we go live

Please note: the information provided here will only be used to notify you when our new wayfinder website is released.

Need to speak to a Financial Planner?

While we work on our new website you can contact any one of our Accredited Financial Planning Firms – which cover the whole of the UK and NI.

Guides and resources that you may find useful

While we develop our new website please find a number of resources below which might be useful.


CISI Guide to Financial Planning

Download the guide


Financial Planning Week 2020 - Family budgeting and grown up children


Financial Planning Week 2020 - The Importance of Protecting your Financial Plan

Financial Planning in uncertain times

Guide for individuals Guide for small business


You may also find these websites useful


Visit the Money Advice Service

Visit the Money & Pensions Service

Visit Citizens Advice

Checking credentials

We have a member directory that (if a Member has consented to appear) you can check if someone you are corresponding with is actually a CISI member.

View the CISI member directory

Alternatively you may want to check the main Financial Conduct Authority website on their Financial Services Register.



If you need to get in touch

If you have any questions or need any advice about finding a financial planner please contact our customer support team who will be able to assist you.

+44 207 645 0777
customersupport@cisi.org