PFS calls for more female Financial Planners
- Thursday, 05 May 2022
- Articles
The Personal Finance Society has called for 'cultural change' and new career pathways in the profession to boost the number of female Financial Planners.
Read more...CISI Paraplanner Conference stays online for 2022
- Friday, 01 April 2022
- Articles
The Chartered Institute for Securities & Investment’s annual Paraplanner Conference will return this year as an online event due to the popularity of this format.
Read more...IFW returns to in-person wellbeing conference for Planners
- Friday, 25 March 2022
- Articles
The Initiative for Financial Wellbeing (IFW) is to return to an in-person, one-day annual conference for Financial Planners to be held in Bristol on 25 May.
Read more...IWP acquires £260m Southport Chartered Planning firm
- Thursday, 25 November 2021
- Articles
Rapidly expanding Financial Planning-focused advisory group Independent Wealth Partners (IWP) has acquired Southport-based Chartered Financial Planning firm Premier Wealth Management.
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