Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales.
Read more ...PFS Conference: Nearly 1,000 battle weather to attend
- Thursday, 02 November 2023
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Succession hires new execs from Investec and Aviva
- Wednesday, 18 October 2023
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Aviva-owned wealth manager and Financial Planner Succession Wealth has added two new executives to expand its senior leadership team.
Read more ...Paraplanners wary about use of AI
- Tuesday, 05 September 2023
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Paraplanners want better tech tools but are wary about using Artificial Intelligence (AI) to improve productivity, a new survey of Paraplanners has revealed.
Read more ...New IFA joins Continuum in Midlands
- Tuesday, 01 August 2023
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Experienced adviser and former Paraplanner Richard Lent DipPFS has joined national IFA Continuum as a financial adviser in the West Midlands.
Read more ...BRI Wealth hires new Chartered Financial Planner
- Monday, 03 July 2023
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Coventry-based BRI Wealth Management has hired Laura Ripley FPFS as a Chartered Financial Planner.
Read more ...9 in 10 advisers ‘optimistic’ about business this year
- Friday, 31 March 2023
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The vast majority of financial advisers (89%) feel positive about their business this year with only 11% pessimistic.
Read more ...CII launches first Apprenticeship Awards
- Wednesday, 08 February 2023
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The Chartered Insurance Institute has launched its first Apprenticeship Awards.
Read more ...Embark launches new Paraplanner hub
- Wednesday, 11 January 2023
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Platform and retirement provider Embark has launched The Paraplanner Room, a new hub for Paraplanners providing topical information and tools.
Read more ...Nitu Mehra: Why I started an outsourced Paraplanning firm
- Tuesday, 20 December 2022
- Articles

In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.
Read more ...Caroline Stuart: Tackling negative views of Paraplanners
- Friday, 18 November 2022
- Articles

In this exclusive Guest Column for Financial Planning Today, Caroline Stuart of Sparrow Paraplanning looks at differing views of Paraplanners.
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