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  • Sapna Shapero and Anja Turvey of Chesterton House at the CISI Financial Planning Conference 2019

    CISI 2019: 60% of clients will fire parents’ planner

  • Caroline Stuart at last year's Paraplanners Powwow

    Guest Column: Freeing Paraplanners to grow

  • Tessa Lee

    Guest Column: Why clients are more tech-savvy than you think

  • Celia Evans

    Firm appoints Chartered planner and breaks £250m funds barrier

  • Dan Atkinson head of technical at EQ Investors

    Dan Atkinson: Financial Planning Week is opportunity to engage

  • Belmayne partners, Jon Stevens and Martin Birch took on the Sheffield Ten 10 Ten for the firm’s chosen charities

    Financial Planners brave mud and rain for good causes

  • Martin Bamford FPFS

    Bamford: Injecting new life into our Financial Planning firm

  • Alison Dean, Chris McVeigh and Simon Martin

    Financial Planner expands in Belfast with 3 new hires

  • Lee Hartley

    Fairstone acquires 2 firms and adds £120m of funds

  • Paul Feeney (on the right of the panel) at the PIMFA Summit

    PIMFA 2019: Quilter CEO reveals mental health struggles

  • Chartered Financial Planner Nicola Watts APFS

    Nicola Watts: Marking 25 years of Financial Planning

  • Albert Goodman

    South West-based Financial Planner relocates

  • Pareto Financial Planning managing director John Stevenson at the firm's new headquarters

    Financial Planning firm upgrades to new HQ

  • Quilter Financial Planning

    Financial Planner research shows advisers’ personality traits

  • Shelley McCarthy

    New MD at Informed Choice as Bamford steps down

  • Cass Business School

    Women dislike financial risk taking, new research finds

  • Paul Grimes

    Financial Planning Standards Board reveals new chair

  • Chartered Financial Planner Nicola Watts APFS

    Nicola Watts: Hanging up my ‘pension transfer boots’

  • Roy Thompson and Kelvin Riches (right)

    Financial Planner passes 19 exams to reach Fellowship status

  • Chris Swaby, Caroline Singh-Bhaker and Lucas Jones

    Financial Planning firm recruits 3 new Paraplanners

Page 23 of 26

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