Moneyfacts partners with Chartered Financial Planner

Financial product data provider Moneyfacts.co.uk has tied up a deal with Cheshire-based Chartered Financial Planner firm Kellands to provide Financial Planning advice to users.

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Jones wins SJP Chartered Planner of the Year 

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.

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Vintage to acquire Chartered Planner’s firm

Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.

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Ex-Quilter Chartered Planner joins Tilney Exeter

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.

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