IFA becomes one of youngest Chartered Financial Planners
- Thursday, 08 August 2019
- Articles
Wealth management firm The RU Group is celebrating the achievements of its former apprentice turned Chartered Financial Planner, Ben Slater, after he achieved Chartered status with the CII at the age of 23.
Read more...Chartered Financial Planner's 5 tips for pension savers
- Tuesday, 06 August 2019
- Articles
A senior Chartered Financial Planner at wealth manager Sanlam has revealed a list of five ways to make the most of retirement savings.
Read more...Chloe Moran: The importance of inter-generational planning
- Monday, 29 July 2019
- Comment
Financial Planning Today recently reported that a nationwide study for IFA network Openwork found just 15% of adults saw a Financial Planner regularly, with men more than twice as likely to receive support with their finances compared with women.
Read more...Succession Wealth acquires six advice firms
- Wednesday, 12 June 2019
- Articles
Independent wealth management firm Succession Wealth has acquired six financial advice businesses from across the UK.
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