Chloe Moran: Advice gap – opportunity or disaster?

A report published by Octopus Group at the beginning of August, reported that “almost a third (29%) of financial advisers polled said they expect to retire within the next five years, rising to 6 in 10 (58%) within the next ten.” This is “equivalent to more than 15,000 financial advisers leaving the profession out of a current total of over 26,600.”

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Expanding Chartered Financial Planner makes new hire

A Chartered Financial Planners has made its first major appointment as it targets growth following a management buyout.

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Chartered planner among new hires at growing firm

Discretionary managed portfolio provider FE Invest has appointed two senior investment professionals, including a Chartered Financial Planner, to its growing team.

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MBO 'to spur ambitious growth' at Chartered Financial Planner

A Chartered Financial Planning firm is on the verge of completing a two-year management buyout, which it says will “accelerate a period of ambitious growth” that aims to double the size of the business.

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