Mattioli Woods chairman to step down
- Tuesday, 21 September 2021
- Articles
Joanne Lake, chairman of wealth manager and SIPP provider Mattioli Woods, is to step down next month.
Read more...Exclusive: Support staff shortage hits Planner firms
- Tuesday, 14 September 2021
- Articles
Financial Planning firms have told Financial Planning Today that they have had their growth plans held back due to struggles in finding the right Paraplanning, compliance, IT and legal staff to join their teams.
Read more...Fintuity expands ahead of virtual adviser launch
- Tuesday, 07 September 2021
- Articles
Digital IFA disruptor Fintuity has appointed a new chief operating officer and expanded its IFA team by 60% as it prepares for the launch of its virtual adviser proposition.
Read more...Nottingham Planning firm adds Chartered adviser
- Friday, 03 September 2021
- Articles
East Midlands-based Financial Planning firm George Square Financial Management has added a Chartered financial adviser to its team to support the firm’s expansion plans.
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