Dan Atkinson: Bringing the Powwow to our team meetings
- Monday, 18 February 2019
- Comment
For 2019 I’ve started incorporating a little of the Paraplanner Powwow essence in our team meetings. At the Powwows, people who work on their own or in a small team can learn from others. It’s a sharing environment that not only wants to share good practice, but also get things fixed! A key characteristic is that when we meet up it is a ‘safe space’ where all contribute – not just the wizened owls.
Read more...Chloe Moran: Achieving Chartered status without a breakdown
- Thursday, 14 February 2019
- Comment
I remember the first exam I passed towards achieving Chartered status, R02 Investment Principles and Risk, February 2014. Five years later and I’ve finally achieved Chartered status – something which feels like it has taken forever.
Read more...Chloe Moran: My top Financial Planning wishes for 2019
- Thursday, 20 December 2018
- Comment
As 2018 comes to a close and we look back over 2018 and the progress that has been made in the Financial Planning industry, now is a good time to think about what change we want to see in 2019.
Read more...Charles Stanley makes new Financial Planning hires
- Tuesday, 18 December 2018
- Articles
Wealth manager Charles Stanley has expanded its Oxford office with a raft of new Financial Planning-based hires.
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