Fairstone completes takeover of £160m AUM Chartered firm
- Wednesday, 13 December 2023
- Articles
National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.
Read more...PFS Conference: Nearly 1,000 battle weather to attend
- Thursday, 02 November 2023
- Articles
Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales.
Read more...PFS Conference: AI could cut Paraplanner and admin jobs
- Thursday, 02 November 2023
- Articles
Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.
Read more...Succession hires new execs from Investec and Aviva
- Wednesday, 18 October 2023
- Articles
Aviva-owned wealth manager and Financial Planner Succession Wealth has added two new executives to expand its senior leadership team.
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