Chartered Institute for Securities & Investment raises more than £8,500 for charity at Liverpool dinner

CISI annual dinner welcomed 200 guests was held at the Titanic Hotel in the city’s northern docklands and raised the cash for the Community Foundation for Merseyside

From left, James Charlton, CISI Liverpool Branch President, Sir Terry Leahy and Rae Brooke, CEO of the Community Foundation for Merseyside


High profile business figures including the Liverpool-born former chief executive of Tesco, Sir Terry Leahy, helped raise £8,580 for a Merseyside charity.

The Liverpool branch of the Chartered Institute for Securities & Investment (CISI) annual dinner saw 200 guests gather at the Titanic Hotel in the city’s northern docklands. The cash was raised for the Community Foundation for Merseyside, which promotes local giving to address local disadvantage.

James Charlton, CISI Liverpool branch President, said: “The 2018 Liverpool, Chester and North Wales Branch Dinner was a resounding success and we were delighted to welcome home one of our own in Sir Terry Leahy.

“Sir Terry entertained and inspired our guests by giving an insight into his personal and professional achievements – from telling the story of his journey from a council estate in Liverpool to the boardroom at Tesco to sharing some of his leadership principles that he learnt along the way.

We were delighted to support the Community Foundation for Merseyside on the evening and we are delighted to have raised more than £8,500 for the charity.

“At a time when inequality is threatening the wellbeing of our communities, I believe that those who are fortunate enough to be able to do so, are obligated to give back, and it was important to us that funds raised went directly to an organisation that makes a material difference within the communities in which we live and work.”

The CISI is the professional body which sets exams and qualifications for those working in, or looking to develop a career in, the financial planning, wealth management and capital markets profession. Its Liverpool branch has almost 800 members.

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