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  • Leeds-based Chartered and Certified Firm relaunches brand

    Some of the Manse Capital team: (L-R): Pippa Oldfield, Financial Planning Analyst, Imelda de Bruin, Technical Manager, Gareth Millard, Financial Planning Analyst.

  • EQ Investors hires ex-Broadstone CEO

    EQ Investors website

  • Succession buys two Planning firms to add £400m FUM

    Inspire Wealth Management - one of Succession's latest acquisitions

  • Chartered Financial Planners launch wealth manager

    Paula Steele, managing director

  • Chartered Financial Planner firm goes up for sale

    Saunderson House website

  • Chartered Financial Planners hire ex-Tilney manager

    Mike Walker

  • Chartered planners fear pension savers walk out

  • Chartered Financial Planning bankers see 91% profit jump

    Arbuthnot Latham website

  • Chartered Financial Planners begin new acquisitions

    Lee Hartley, chief executive officer at Fairstone

  • Fairstone acquires Sims Financial Planning

    Scott Hopkinson, Fairstone’s finance director and Neil Sims, company principal at Sims Financial Planning

  • Salmon takes up CEO role at Arbuthnot Latham & Co

    Arbuthnot Latham website

  • Chartered Financial Planner joins Sanlam in new business model

    Ergowealth

  • Castle hosts launch of rebranded Chartered Financial Planners

    Berry & Oak launch seminar with 7IM's Justin Urquhart Stewart

  • Financial Planner’s staff boost children's charity with Bake-Off day

    Prest star bakers: L-R Shelby Gillespie, Beth Torkington, Gemma Douglas, Hayley Prest, Helen Barton, Mike Walker and Lianne Marsh.

  • Two East Anglian Chartered Financial Planner firms merge

    (R to L) Carl Lamb, David Hughff, Scott Pinching

  • Chartered Planner celebrates 15 years with hospice fundraiser

    Directors and staff of True Bearing handing over their fundraising to Derian and Brian House Children’s Hospice

  • Chartered Financial Planner acquires legal firm

    Tony Larkins

  • Firm celebrates Chartered Financial Planner status

    Fiducia Wealth Management advisors celebrate achieving Corporate Chartered Financial Planner status

  • Chartered Financial Planners win gold at awards

    Susan Peary, managing director and Helen Lupton, compliance director receiving their award, from comedian Russell Kane, at the IIP Awards Ceremony

  • Chartered Planner warns investors of mini-bond dangers

    Belmayne website

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