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Financial Planners to attend workshops on business growth

Dozens of Financial Planners are set to attend information and advice workshops on how to grow small businesses.


Young planners can win £2k to attend South Africa conference

Risk profiling software provider FinaMetrica is offering young Financial Planners and Paraplanners a chance to attend the prestigious Financial Planning Institute Annual Conference in South Africa. 


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.

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