Jones wins SJP Chartered Planner of the Year
- Monday, 01 March 2021
- Articles
Richard Jones FPFS, a director at Oundle Wealth Management, has been named by wealth manager St James’s Place as its 2020 Chartered Financial Planner of the Year.
Read more...Vintage to acquire Chartered Planner’s firm
- Wednesday, 27 January 2021
- Articles
Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.
Read more...Ex-Quilter Chartered Planner joins Tilney Exeter
- Wednesday, 18 November 2020
- Articles
Wealth manager Tilney, which merged with former rival lSmith & Williamson in September, is on a recruitment drive with the latest addition, Chartered Financial Planner Lisa Anderson, joining the Exeter office.
Read more...600 pass Financial Planner exams during pandemic
- Tuesday, 27 October 2020
- Articles
More than 600 financial advisers have passed their Personal Finance Society Chartered Financial Planner exams since lockdown measures were introduced to slow the spread of Coronavirus in March 2020.
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