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  • EQ Investors website

    EQ Investors hires ex-Broadstone CEO

  • Inspire Wealth Management - one of Succession's latest acquisitions

    Succession buys two Planning firms to add £400m FUM

  • Paula Steele, managing director

    Chartered Financial Planners launch wealth manager

  • Saunderson House website

    Chartered Financial Planner firm goes up for sale

  • Mike Walker

    Chartered Financial Planners hire ex-Tilney manager

  • Chartered planners fear pension savers walk out

  • Arbuthnot Latham website

    Chartered Financial Planning bankers see 91% profit jump

  • Lee Hartley, chief executive officer at Fairstone

    Chartered Financial Planners begin new acquisitions

  • Scott Hopkinson, Fairstone’s finance director and Neil Sims, company principal at Sims Financial Planning

    Fairstone acquires Sims Financial Planning

  • Arbuthnot Latham website

    Salmon takes up CEO role at Arbuthnot Latham & Co

  • Ergowealth

    Chartered Financial Planner joins Sanlam in new business model

  • Berry & Oak launch seminar with 7IM's Justin Urquhart Stewart

    Castle hosts launch of rebranded Chartered Financial Planners

  • Prest star bakers: L-R Shelby Gillespie, Beth Torkington, Gemma Douglas, Hayley Prest, Helen Barton, Mike Walker and Lianne Marsh.

    Financial Planner’s staff boost children's charity with Bake-Off day

  • (R to L) Carl Lamb, David Hughff, Scott Pinching

    Two East Anglian Chartered Financial Planner firms merge

  • Directors and staff of True Bearing handing over their fundraising to Derian and Brian House Children’s Hospice

    Chartered Planner celebrates 15 years with hospice fundraiser

  • Tony Larkins

    Chartered Financial Planner acquires legal firm

  • Fiducia Wealth Management advisors celebrate achieving Corporate Chartered Financial Planner status

    Firm celebrates Chartered Financial Planner status

  • Susan Peary, managing director and Helen Lupton, compliance director receiving their award, from comedian Russell Kane, at the IIP Awards Ceremony

    Chartered Financial Planners win gold at awards

  • Belmayne website

    Chartered Planner warns investors of mini-bond dangers

  • Major changes coming for Financial Planner qualifications

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