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  • CISI 2019: 60% of clients will fire parents’ planner

    Sapna Shapero and Anja Turvey of Chesterton House at the CISI Financial Planning Conference 2019

  • Guest Column: Freeing Paraplanners to grow

    Caroline Stuart at last year's Paraplanners Powwow

  • Guest Column: Why clients are more tech-savvy than you think

    Tessa Lee

  • Firm appoints Chartered planner and breaks £250m funds barrier

    Celia Evans

  • Dan Atkinson: Financial Planning Week is opportunity to engage

    Dan Atkinson head of technical at EQ Investors

  • Financial Planners brave mud and rain for good causes

    Belmayne partners, Jon Stevens and Martin Birch took on the Sheffield Ten 10 Ten for the firm’s chosen charities

  • Bamford: Injecting new life into our Financial Planning firm

    Martin Bamford FPFS

  • Financial Planner expands in Belfast with 3 new hires

    Alison Dean, Chris McVeigh and Simon Martin

  • Fairstone acquires 2 firms and adds £120m of funds

    Lee Hartley

  • PIMFA 2019: Quilter CEO reveals mental health struggles

    Paul Feeney (on the right of the panel) at the PIMFA Summit

  • Nicola Watts: Marking 25 years of Financial Planning

    Chartered Financial Planner Nicola Watts APFS

  • South West-based Financial Planner relocates

    Albert Goodman

  • Financial Planning firm upgrades to new HQ

    Pareto Financial Planning managing director John Stevenson at the firm's new headquarters

  • Financial Planner research shows advisers’ personality traits

    Quilter Financial Planning

  • New MD at Informed Choice as Bamford steps down

    Shelley McCarthy

  • Women dislike financial risk taking, new research finds

    Cass Business School

  • Financial Planning Standards Board reveals new chair

    Paul Grimes

  • Nicola Watts: Hanging up my ‘pension transfer boots’

    Chartered Financial Planner Nicola Watts APFS

  • Financial Planner passes 19 exams to reach Fellowship status

    Roy Thompson and Kelvin Riches (right)

  • Financial Planning firm recruits 3 new Paraplanners

    Chris Swaby, Caroline Singh-Bhaker and Lucas Jones

Page 23 of 26

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