IWP acquires £260m Southport Chartered Planning firm

Rapidly expanding Financial Planning-focused advisory group Independent Wealth Partners (IWP) has acquired Southport-based Chartered Financial Planning firm Premier Wealth Management.

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Klonowski wins CFP Professional of the Year Award

Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.

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Exclusive: Support staff shortage hits Planner firms

Financial Planning firms have told Financial Planning Today that they have had their growth plans held back due to struggles in finding the right Paraplanning, compliance, IT and legal staff to join their teams.

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Paraplanners Assembly plans space-age conference

The annual conference of the Paraplanners Assembly community will go virtual for the second year in a row in September and adopt a space theme.

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