Wealth management firm expands with Edinburgh hire

Preston-based Ludlow Wealth Management Group is growing its presence in Edinburgh with a new hire.

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Financial Planning firm founder plans next stage of growth

The founder of a growing Financial Planning and investment firm has revealed why he's looking for potential partnerships and collaborations.

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Dan Atkinson: Bringing the Powwow to our team meetings

For 2019 I’ve started incorporating a little of the Paraplanner Powwow essence in our team meetings. At the Powwows, people who work on their own or in a small team can learn from others. It’s a sharing environment that not only wants to share good practice, but also get things fixed! A key characteristic is that when we meet up it is a ‘safe space’ where all contribute – not just the wizened owls.

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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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