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  • Chartered Financial Planning firm buys IFA

  • Schroders gains 2 Chartered Financial Planning firms

  • Chartered Financial Planner launches training academy

    Chartered Financial Planner Steve Martin CFPTM Chartered MCSI, owner of Smart Financial, an Accredited Financial Planning firm

  • Financial Planning group snaps up another advice firm

    Lee Hartley, CEO of Fairstone Group

  • New academy aids bid for more Chartered Financial Planners

    CII crest

  • Cashflow modelling expert says cashflow model NOT essential

    Ray Adams launched CashCalc in 2014

  • Chartered planning firm snaps up 4 advisers from major bank

    Peter Savage, business partner at Fairstone NI,

  • Chartered Financial Planners chosen for best digital awards

    Keith Churchouse

  • Chartered Financial Planning sells its DFM arm

    David Loudon, chief executive of Quilter Cheviot

  • Financial Planners will get chance to win contract for £1m jackpot advice from Autumn

  • Chartered planner: NS&I rate cuts 'devastating for millions'

    Danny Cox, a Chartered Financial Planner at Hargreaves Lansdown,

  • Chartered Financial Planning firm gains 2000 clients with takeover

    CEO Lee Hartley

  • Chartered planner gets new director of public policy role

    Jack McVitie, chief executive of LEBC

  • Financial Planner wins award for robo-adviser app

    Keith Churchouse

  • Chartered Financial Planning firm joins adviser group

    Chartered Financial Planner Paul Scarff APFS

  • Chartered Financial Planner strikes deal for cashflow tool

    CashCalc was created by Chartered Financial Planner Ray Adams, who also runs Niche IFA in Wales.

  • Paraplanner – Yeovil – £30k - £35k (11503)

    Recruit UK logo

  • Chartered firm snaps up two advisers and over 300 clients

  • Mazars acquires Chartered Planning firm from Embark

    Mazars website

  • Chartered Financial Planners launch wealth manager

    Paula Steele, managing director

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