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
- Articles

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
- Articles

The Chartered Insurance Institute has launched its first Apprenticeship Awards.
Read more ...Embark launches new Paraplanner hub
- Wednesday, 11 January 2023
- Articles

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.
Read more ...Caroline Stuart is first Paraplanner to be PFS president
- Monday, 26 September 2022
- Articles

The Personal Finance Society (PFS) has appointed Caroline Stuart as the professional body’s new President.
Read more ...Paraplanners’ Big Day Out event back after 3 years
- Monday, 05 September 2022
- Articles

One of the biggest events in the Paraplanning calendar, the ‘Big Day Out’, will return next week after a three year gap due to the pandemic.
Read more ...Kingswood hires Chartered Wealth Planner from Schroders
- Thursday, 14 July 2022
- Articles

Fast-growing Financial Planning group Kingswood has hired Jessica McGuigan from Schroders Personal Wealth as the firm commits to increasing its number of female advisers from 15% to 25% this year.
Read more ...Paraplanners feel increasingly valued
- Tuesday, 05 July 2022
- Articles

Paraplanners are feeling increasing appreciated by the advisers they work with, according to a new report from platform Embark.
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