Chartered Planner Lumin Wealth buys South East IFA

The acquisitive St Albans-based Chartered Financial Planner Lumin Wealth has acquired South East financial adviser Ashridge Financial Management – its third takeover in two years.

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CISI launches CFP pathway for Chartered Planners

The CISI, the professional body for Certified Financial Planner (CFP) Professionals, has this week launched its new pathway to CFP status for planners holding the rival Chartered Financial Planner designation.

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Chartered Planner firm adds 4 new staff

 

Cheshire-based Financial Planning firm Clarion Wealth Planning has added four new staff as it continues to expand.

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Guest Column: Why independence matters

 

When I switched from accountancy to financial advice in 1987 the landscape was dominated by a few very large salesforces.

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