Rhiannon Gogh of Bristol-based PlanIt Future Financial Limited has been named by wealth manager St James's Place as its Chartered Planner of the Year 2023.

Wealth manager St James’s Place saw net inflows nearly halve in 2023 to £5.12bn but funds under management rose sharply as a market recovery got under way.

While there may be challenges to deal with down the line, a new report for Financial Planning Today Magazine found that at present, most Planners do not feel threatened by AI.

A school in Bolton has become one of the first accredited Centres of Excellence for Financial Education thanks to funding from a partnership between wealth manager St James’s Place and Young Enterprise.