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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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Chartered Planner academy sees surge in applicants

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.

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Financial Planning assistant picks up prestige award

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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