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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Fairstone hails acquisitions and 'significant' client growth

Chartered Financial Planning firm Fairstone has seen its client base rise to 59,000 – a 5% increase over the past six months – with three firms joining its Downstream Buy Out (DBO) programme and a further four being fully acquired by the business.

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SJP offers exclusive CII Financial Planning qualification

The CII has launched a new Inclusive Financial Planning Qualification, exclusive to St James’s Place partners and advisers.

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Tilney hires CISI Vice President to expand Financial Planning

Wealth management group Tilney, which manages more than £25bn of assets, is expanding its Financial Planning team in Cambridge with two new hires.

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