Chartered Financial Planner

Chartered Planner adds 3 multi-asset fund of funds

Leicester-based Chartered Financial Planning firm Boolers has launched three new multi-asset fund of funds to expand its investment offering to clients.
Chartered Financial Planner joins Continuum

Chartered Financial Planner James Herbert has joined Plymouth-based national financial advice firm Continuum as a financial adviser.
More than 160 attend PFS Graduation Ceremony

More than 160 Financial Planners and Paraplanners attended the annual Personal Finance Society’s Graduation Ceremony held in London recently.
200 more Chartered Financial Planners

More than 200 Financial Planners achieved Chartered status last year, taking the total number of Chartered Financial Planners to 8,159.
Tilney Bestinvest boosts London Financial Planning team
Paraplanner with legal background joins Yorkshire firm
Planner's fear over new Sipp rules taking effect this week
Chartered Financial Planners secure IHT specialist buyout
CISI wants 'level playing field' with PFS Chartered designation
It took my brother and client - planner's ride inspired by loss
Chartered Financial Planner launches training academy
Planner: Don't let cold call ban fail due to investments
Govt to examine pensions cold call ban after planner campaign
Cashflow modelling expert says cashflow model NOT essential
PFS and planner want pension email and text ban
Chartered Financial Planner heads to Ascentric from Axa
Chartered Financial Planner expands his training academy
Chartered planners appoint boss who built two wealth firms
Chartered planner: NS&I rate cuts 'devastating for millions'
Chartered planner aids rising number of divorced clients

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