Financial Planning firm recruits 3 new Paraplanners

Financial Planning firm Pareto has expanded its team with the appointment of three new Paraplanners.

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Financial Planner passes 19 exams to reach Fellowship status

Kelvin Riches, a Chartered Financial Planner at Sussex-based MHA Carpenter Box Wealth Management (CBWM), has reached PFS Fellowship status by passing 19 exams.

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Nicola Watts: Hanging up my ‘pension transfer boots’

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.

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Financial Planning Standards Board reveals new chair

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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