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Financial Planning firm to use only ESG-verified funds

 

Cheshire-based Equilibrium Financial Planning - which manages £1bn for clients - has committed to invest client money only in fund groups that meet ESG criteria.

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Equilibrium Financial Planning passes £10m turnover

Equilibrium Financial Planning has surpassed £10m annual turnover for the first time in the company’s history with recorded turnover of £10.25m, an 8% increase on last year.

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'FOS decision makers should be as qualified as advisers'

Adjudicators and ombudsmen at the FOS should be qualified to the same basic level as advisers, the head of a firm of Chartered Financial Planners says.

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Chartered Financial Planners may develop ‘robo-process’

Chartered Financial Planners may develop ‘robo-process’

A firm of Chartered Financial Planners is looking at introducing some form of ‘robo-process’ to be used prior to a first client meeting.

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