South West-based Financial Planner relocates

South West-based Financial Planner, chartered accountant and tax consultant Albert Goodman has relocated its 150+ Taunton employees to larger premises.

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Nicola Watts: Marking 25 years of Financial Planning

It’s been an exciting couple of months at Jane Smith Financial Planning.

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PIMFA 2019: Quilter CEO reveals mental health struggles

Paul Feeney, chief executive of Financial Planning firm Quilter, has spoken movingly about his personal mental health “journey.”

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Fairstone acquires 2 firms and adds £120m of funds

Lofthouse Gate and Mortgage Find have become latest acquisitions for Financial Planning firm Fairstone.

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