Jones wins SJP Chartered Planner of the Year 

Richard Jones FPFS, a director at Oundle Wealth Management, has been named by wealth manager St James’s Place as its 2020 Chartered Financial Planner of the Year.

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Vintage to acquire Chartered Planner’s firm

Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.

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Ex-Quilter Chartered Planner joins Tilney Exeter

Wealth manager Tilney, which merged with former rival lSmith & Williamson in September, is on a recruitment drive with the latest addition, Chartered Financial Planner Lisa Anderson, joining the Exeter office.

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600 pass Financial Planner exams during pandemic

More than 600 financial advisers have passed their Personal Finance Society Chartered Financial Planner exams since lockdown measures were introduced to slow the spread of Coronavirus in March 2020.

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