- Thursday, 25 April 2019
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.Read more...
- Friday, 23 February 2018
High profile Chartered Financial Planner Martin Bamford FPFS is to launch a new media business to help Financial Planners reach clients with podcasting, social media and publishing.Read more...
- Wednesday, 22 November 2017
Chartered Financial Planner Amyr Rocha-Lima has joined Holland Hahn & Wills, a Financial Planner and wealth manager based in Hampton Wick, Surrey.Read more...
- Monday, 07 August 2017
Surrey-based Chartered Financial Planning firm Informed Choice has integrated with Amazon Alexa, the voice control technology system, and believes it is the first Financial Planner to deliver a daily audio ‘Flash Briefing’ to users.Read more...