Planner training programme gets 200 applications in one day

Unividual’s Chartered Financial Planner training programme, Unicademy, received over 200 applications within a day of advertising its 2020 programme.

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Chartered Planner offers fee free help during pandemic

 

An award-winning Chartered Financial Planner has launched a mission to give people fee free mortgage advice during the Coronavirus outbreak.

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Chartered Planner backs online finance lessons for kids

Chartered Financial Planning firm Unividual has joined forces with personal finance charity MyBnk to educate children and young people on how to manage their finances.

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Planner Casebook: Fixing problems with a windfall inheritance

Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.

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