- Friday, 30 October 2020
Cheshire-based Equilibrium Financial Planning - which manages £1bn for clients - has committed to invest client money only in fund groups that meet ESG criteria.Read more...
- Tuesday, 22 September 2020
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.Read more...
- Tuesday, 17 May 2016
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.Read more...
- Monday, 16 May 2016
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.Read more...