Financial Planning firms have been urged to ‘grow their own’ Paraplanners.
A Chartered Financial Planner has been appointed to a newly created post of director of public policy at a national IFA group.
An advisory group has been awarded a contract to provide regulated advice to the Money Advice Service’s staff.
Two IFA firms have been bought by Succession Group in a double deal worth over £10m.
Wrap platform Nucleus has revealed a price cut for clients with larger portfolios.
More Chartered professional bodies would be welcomed to join a new alliance which includes two of the leading Financial Planning organisations.
Chartered Financial Planning Group Fairstone has gained another 2000 clients as it announced another takeover this morning.
A Chartered Financial Planner who specialises in female divorcee clients has launched a new service for women who have at least £3 million.
Departing Sesame Bankhall MD Stephen Gazard is joining Intrinsic, it has been revealed this afternoon.
Abraham Okusanya has launched a new app for Financial Planners which allows them to calculate sustainable withdrawal rates from a retirement portfolio.
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