Planner attacks Labour manifesto over self-employed 'impact'

Financial Planning firm Quilter has hit out at the Labour Party following the launch of its manifesto, claiming the party’s tax plans would hit self-employed workers.

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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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