Fidelius CEO steps down as Swedes’ stake approved

Jim Grant, CEO of Bath-based Chartered Financial Planner Fidelius, is stepping down after 12 years in the role as the FCA gives the go ahead to Swedish wealth manager Sӧderberg & Partners to take a minority stake in the business.

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Fairstone acquires second South West Financial Planner

Rapidly expanding Newcastle-based Chartered Financial Planning firm Fairstone has acquired South West-based Sovereign Wealth Management.

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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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Paraplanning Manager – Chelmsford/ Bath/ Cheltenham - £40k to £50k - (2815)

Paraplanning Manager – Chelmsford/ Bath/ Cheltenham - £40k to £50k - (2815)

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