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Heartwood recruits client director from Chartered Planners

Heartwood Investment Management, part of Svenska Handelsbanken, has recruited Chris Whittingham from Kent-based Chartered Financial Planners AV Trinity as intermediary client director.

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Financial Planner wins award for robo-adviser app

A Financial Planner’s smartphone app linked to his robo-adviser has won an award.

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Financial Planners: Our opinions on key Budget news

Financial Planners have been reacting to today’s Budget.

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New Financial Planning boutique for affluent women

A Chartered Financial Planner who specialises in female divorcee clients has launched a new service for women who have at least £3 million.

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