IWP acquires £260m Southport Chartered Planning firm

Rapidly expanding Financial Planning-focused advisory group Independent Wealth Partners (IWP) has acquired Southport-based Chartered Financial Planning firm Premier Wealth Management.

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PFS Fellow launches ESG consultancy for IFAs

Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow.

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Klonowski wins CFP Professional of the Year Award

Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.

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Paraplanners Assembly plans space-age conference

The annual conference of the Paraplanners Assembly community will go virtual for the second year in a row in September and adopt a space theme.

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