A Chartered Financial Planner has been appointed to a newly created post of director of public policy at a national IFA group.
Read more ...Chartered planner gets new director of public policy role
- Friday, 03 March 2017
- Articles

Money Advice Service staff to get regulated advice
- Friday, 03 March 2017
- Articles

An advisory group has been awarded a contract to provide regulated advice to the Money Advice Service’s staff.
Read more ...Two IFA firms bought in double £10m deal
- Friday, 03 March 2017
- Articles

Two IFA firms have been bought by Succession Group in a double deal worth over £10m.
Read more ...Nucleus: We’re cutting charges for larger portfolios
- Thursday, 02 March 2017
- Articles

Wrap platform Nucleus has revealed a price cut for clients with larger portfolios.
Read more ...Charted Body Alliance may expand with more groups joining
- Thursday, 02 March 2017
- Articles

More Chartered professional bodies would be welcomed to join a new alliance which includes two of the leading Financial Planning organisations.
Read more ...Chartered Financial Planning firm gains 2000 clients with takeover
- Thursday, 02 March 2017
- Articles

Chartered Financial Planning Group Fairstone has gained another 2000 clients as it announced another takeover this morning.
Read more ...New Financial Planning boutique for affluent women
- Thursday, 02 March 2017
- Articles

A Chartered Financial Planner who specialises in female divorcee clients has launched a new service for women who have at least £3 million.
Read more ...Intrinsic hails capture of 'pioneer' Gazard from Sesame
- Wednesday, 01 March 2017
- Articles

Departing Sesame Bankhall MD Stephen Gazard is joining Intrinsic, it has been revealed this afternoon.
Read more ...Okusanya launches pension withdrawal app for planners
- Wednesday, 01 March 2017
- Articles

Abraham Okusanya has launched a new app for Financial Planners which allows them to calculate sustainable withdrawal rates from a retirement portfolio.
Read more ...VIDEO: Chartered bodies unite in bid to win public trust
- Wednesday, 01 March 2017
- Articles

A trio of Chartered bodies have teamed up in order to improve the levels of consumer trust in the professions they represent.
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