Caroline Stuart FPFS, a Chartered Financial Planner and head of technical at Financial Planning firm DB Wood in Newark, is the new host of this year’s Paraplanner Powwow taking place next week.
The annual Paraplanners’ Powwow - the ‘unconference’ for Paraplanners held in teepees - has sold out and a waitlist has been set up.
Nearly 100 Paraplanners and expert speakers have headed to teepees in Northants for the annual Paraplanners’ Powwow ‘unconference’ which gets under way today.
Paraplanner Powwow 2017 host Caroline Stuart FPFS said the first Paraplanner Powwow she has hosted, which took place yesterday, was "a really great day" and helped to unite the Paraplanning community.
The FCA has closed its investigation into Police Mutual’s fair treatment of long term customers and said no further action will be taken but probes into five other insurers will continue.
Standard Life’s Financial Planning division 1825 has revealed a management shake up which will see Julie Scott, current chief operating officer, promoted to CEO and current CEO Steve Murray becoming chairman.
The cost of private education in the UK has increased by more than 20% in the past five years, outstripping the rise in average earnings and placing greater strain in parents’ finances.
EQ Investors, the wealth manager led by John Spiers, is hosting an impact investing seminar on Wednesday 11 October in London at EQ’s offices near Monument to coincide with Good Money Week.
Close Brothers Asset Management (CBAM) has hired Tim Eliot-Cohen from Rathbones to be a managing director in its High Net Worth business.
Mattioli Woods, the wealth management, SIPPs and employee benefits business, has reported annual revenue up 17.4% over the past year.
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