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Join date: Apr 28, 2021
Posts (24)
Jan 17, 2026 ∙ 2 min
How Our CEE Your Client Programme Strengthens Client Conversations
Having conversations where we feel connected, able to explore what truly matters, and empowered to take action can be transformative but they’re often rarer than we’d like.
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Jan 12, 2026 ∙ 1 min
CEE Your Client Recognised as CISI-Endorsed CPD for Professional Advisers
We’re delighted to announce that our CEE Your Client programme for professional advisers has been officially approved as Endorsed CPD by the Chartered Institute for Securities & Investment (CISI).
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Dec 22, 2025 ∙ 1 min
One Small Change - An exercise to reflect on your 2025
We’ve created a short reflection exercise as a small end-of-year gift.
One Small Change helps you look back on what’s gone well in 2025 and consider what you’d like to carry forward into 2026.
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