Chartered Planner backs online finance lessons for kids
- Tuesday, 31 March 2020
- Articles
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.
Read more...Planner Casebook: Fixing problems with a windfall inheritance
- Tuesday, 10 March 2020
- Articles
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.
Read more...Chartered Planner academy sees surge in applicants
- Tuesday, 13 August 2019
- Articles
A Bath and London based Chartered Financial Planning firm has received hundreds of applications for its academy which trains the next generation of financial advisers.
Read more...Financial Planning assistant picks up prestige award
- Friday, 20 October 2017
- Articles
A Financial Planning assistant aiming to become a Chartered Financial Planner has been awarded at a financial services ceremony for having the highest exam result.
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