Financial Planning firm celebrates anniversary with expansion

A Financial Planning firm is celebrating its two-year anniversary and has hired a new Paraplanner to expand its team. 

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Wales Financial Planners win gender equality award

Magenta Financial Planning in Bridgend, South Wales, has been awarded Exemplar Employer ‘Leading’ status by gender equality charity Chwarae Teg for its efforts to improve its workplace culture and practices.

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Betts selected as President of CISI Wales

Gretchen Betts CFP Chartered MCSI has been appointed President of the Chartered Institute for Securities & Investment Wales branch.

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Wales Financial Planning firm to expand next year

A South Wales based Financial Planning firm set up by Chartered Financial Planner Julie Lord is to expand its business next year as the company celebrates its first birthday.

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