New MD at Informed Choice as Bamford steps down

Informed Choice has announced the appointment of Shelley McCarthy as its new managing director.

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Financial Planner research shows advisers’ personality traits

New academic research for Financial Planning firm Quilter has revealed the personality traits that lead to the most successful and happy advisers.

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Financial Planning firm upgrades to new HQ

Pareto Financial Planning has moved to bigger headquarters in Manchester city centre to accommodate its growing team.

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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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