Financial Planner raises over £1,000 in charity cycle

A Cambridgeshire-based Chartered Financial Planning firm raised more than £1,000 for local hospital.

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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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