Chloe Moran: Achieving Chartered status without a breakdown

I remember the first exam I passed towards achieving Chartered status, R02 Investment Principles and Risk, February 2014. Five years later and I’ve finally achieved Chartered status – something which feels like it has taken forever.

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Chartered Financial Planner adds 2 key hires

Chartered Financial Planner firm Prest Financial Planning of Stockport is continuing its expansion with two significant new appointments.

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Chloe Moran: My top Financial Planning wishes for 2019

As 2018 comes to a close and we look back over 2018 and the progress that has been made in the Financial Planning industry, now is a good time to think about what change we want to see in 2019.

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Charles Stanley makes new Financial Planning hires

Wealth manager Charles Stanley has expanded its Oxford office with a raft of new Financial Planning-based hires. 

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