Financial Planning firm recruits 3 new Paraplanners
- Thursday, 21 November 2019
- Articles
Financial Planning firm Pareto has expanded its team with the appointment of three new Paraplanners.
Read more...Financial Planner passes 19 exams to reach Fellowship status
- Wednesday, 20 November 2019
- Articles
Kelvin Riches, a Chartered Financial Planner at Sussex-based MHA Carpenter Box Wealth Management (CBWM), has reached PFS Fellowship status by passing 19 exams.
Read more...Nicola Watts: Hanging up my ‘pension transfer boots’
- Friday, 15 November 2019
- Comment
Today we received our questionnaire from the FCA regarding actions that now need to be taken following receipt of the information we provided to them regarding defined benefit pensions.
Read more...Financial Planning Standards Board reveals new chair
- Wednesday, 30 October 2019
- Articles
At its annual meeting in Zurich, Switzerland, last week, the Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner designation, selected Paul Grimes CFP to serve as the next FPSB Council chair.
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