Chartered Financial Planners move to medieval office building

Ipswich-based Chartered Financial Planner firm SG Wealth Management have moved to new offices in their home town - a historic 16th century building.

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IFA becomes one of youngest Chartered Financial Planners

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.

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Major changes coming for Financial Planner qualifications

There is no doubt this will be a year of change for the qualifications undertaken by Financial Planners and Paraplanners, as this edited feature from the latest issue of Financial Planning Today magazine reveals.

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Chartered Planner warns investors of mini-bond dangers

Chartered Financial Planner firm Belmayne has warned local investors near its base in Yorkshire to be on their guard to the danger of unregulated investments and scams following the collapse of £236m fund London Capital and Finance (LCF).

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