MBO 'to spur ambitious growth' at Chartered Financial Planner
- Friday, 13 September 2019
- Articles
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.
Read more...Fairstone hails acquisitions and 'significant' client growth
- Friday, 13 September 2019
- Articles
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.
Read more...SJP offers exclusive CII Financial Planning qualification
- Monday, 09 September 2019
- Articles
The CII has launched a new Inclusive Financial Planning Qualification, exclusive to St James’s Place partners and advisers.
Read more...Tilney hires CISI Vice President to expand Financial Planning
- Thursday, 05 September 2019
- Articles
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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