Chartered firm calls Paraplanners ‘Financial Planning assistants’

The definition of a Paraplanner and whether there should be a new standard for Paraplanning has been a hotly debated subject for some while.


Chartered planner’s boutique wealth firm hires 3 advisers

A boutique wealth management firm run by a Chartered Financial Planner has gone on a hiring spree with a triple appointment.


The holistic Financial Planning firm run by family of 4

When it comes to family run businesses, it could be hard to beat Chartered Financial Planning firm Unividual.


Chartered planner launches insurance broking service

A Chartered Financial Planner’s firm is widening the services it provides to clients by moving into insurance broking.

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