St James's Place adds 229 new graduates
- Friday, 17 December 2021
- Articles
Wealth manager St James’s Place has boosted its partnership numbers with 155 newly-qualified financial advisers and 74 new Paraplanners - 229 in total.
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.
Read more...PFS Fellow launches ESG consultancy for IFAs
- Monday, 25 October 2021
- Articles
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.
Read more...Klonowski wins CFP Professional of the Year Award
- Wednesday, 06 October 2021
- Articles
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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