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  • West Sussex Planning firm gains Chartered status

    West Sussex-based high net worth specialist Financial Planning firm Servo Private Wealth has been awarded CISI Chartered Firm status.
  • Recruit UK logo

    IFA – Southampton Chartered Firm £40K - £60K (3008)

  • Ben Smalley (second left) with his fellow Belmayne Foundation partners

    Financial Planner appeals for charity fundraising partnerships

  • The Chartered status award comes less than a week after the firm said it returned its first profit in five years

    WH Ireland achieves Chartered status

  • Neil Moles, CEO of Progeny, said that Chartered status continues to raise professional standards in the Financial Planning industry.

    Progeny gains Corporate Chartered status

  • The CII said Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.

    HL and 3 Planning firms gain Corporate Chartered status

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