£600m Planner achieves Chartered status for sixth year

Chartered Financial Planning firm The RU Group is celebrating six consecutive years as a Chartered Financial Planning firm. 


Ex-Financial Planner launches new life coaching firm

Experienced former Financial Planner Tony Fields has launched a new 'post-pandemic' personal coaching business called The Katalyst Coach.


South African firm buys £150m UK Chartered Planner

One of South Africa’s biggest independent financial advisers AlphaWealth has entered the UK Financial Planning market by acquiring a majority stake in UK Chartered Financial Planner Holborn Financial and plans to acquire more firms.


LEBC’s Ingram quits to pursue media career

LEBC’s well known public policy director Kay Ingram is leaving the company after 18 years to pursue a new career as a personal finance writer, commentator and broadcaster.

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