FCA high-risk product move 'good start' say Planners

Financial Planners have told Financial Planning Today that they welcome the Financial Conduct Authority (FCA) proposals to strengthen financial promotion rules for high-risk investments, but also suggested more work should be directed at banning other unregulated speculative investments.


Surrey Chartered Planner firm promotes staffer to director

Chapters Financial, a Chartered Financial Planning firm based in Guildford, Surrey, has promoted Vicky Fulcher to become a director at the firm after five years with the business.


Financial Planners answer secret questions on profession

A panel of expert Financial Planners answered questions posed by mystery delegates at the CISI Annual Financial Planning Conference in Birmingham this afternoon.


Financial Planners reveal how content can boost clients

Financial Planners have shared their insights into how content and communication can boost engagement with clients.

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