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St James's Place adds 229 new graduates

Wealth manager St James’s Place has boosted its partnership numbers with 155 newly-qualified financial advisers and 74 new Paraplanners - 229 in total. 

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IWP acquires £260m Southport Chartered Planning firm

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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PFS Fellow launches ESG consultancy for IFAs

Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow.

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Klonowski wins CFP Professional of the Year Award

Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.

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