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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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Becky becomes youngest ever CISI Manchester President

Becky Jones, who works for investment provider BNY Mellon, has been appointed as the youngest ever President of the Chartered Institute for Securities & Investment Manchester and North West District Branch.

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‘Customer is king’ author to speak at PFS PowerLive

Award-winning business author Robert Craven – writer of the ‘Customer is King’ book – has been signed up to speak at the next Personal Finance Society’s PowerLive event aimed at Financial Planners and advisers.

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Wealth manager makes new senior hire

Arbuthnot Latham, the wealth management arm of the Arbuthnot Banking Group, has bolstered its Manchester office with a new senior appointment.

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