Kelly Newstead
Expanding Financial Planning firm begins trading on AIM
- Tuesday, 29 March 2016
Harwood Wealth, the expanding Financial Planning and discretionary wealth management group which has acquired a number of adviser firms, has begun trading on AIM today.
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Adviser numbers stabilise in 2015 after years of decline - report
- Thursday, 24 March 2016
After several years of decline, the number of UK financial advisers stabilised in 2015 and there are signs there may have been a small increase, according to a report by trade body APFA, the Association of Professional Financial Advisers (APFA).
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Citywide achieves CISI Accredited Financial Planning FirmTM status
- Thursday, 24 March 2016
Citywide Financial Partners based in Fetcham, Surrey, has become a CISI Accredited Financial Planning FirmTM, after passing rigorous selection criteria.
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