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.

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Chartered Financial Planner launches media business

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.

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Chartered Financial Planner joins CISI Accredited Surrey firm

Chartered Financial Planner Amyr Rocha-Lima has joined Holland Hahn & Wills, a Financial Planner and wealth manager based in Hampton Wick, Surrey.

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Planning firm launches Amazon Alexa update service

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.

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