First Wealth wins Chartered Planner Firm of the Year award
- Wednesday, 03 November 2021
- Articles
London-based First Wealth has won the Personal Finance Society’s Chartered Financial Planning Firm of the Year Award.
Read more...Leading Planners join PFS Power CPD panel
- Monday, 04 October 2021
- Articles
The Personal Finance Society, the body for Chartered Financial Planners, has added some leading Financial Planners to its 'PFS Power' CPD panel to help expand and strengthen the content.
Read more...PFS campaigners fight on as CII CEO exits
- Friday, 01 October 2021
- Articles
Campaigners fighting to halt the deregistration of the PFS say they will fight on against the changes following the decision by Sian Fisher, CEO of parent body the Chartered Insurance Institute, to resign today.
Read more...Editor’s Column: Why Planning is more than numbers
- Friday, 27 August 2021
- Comment
There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller.
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