Chartered Financial Planner, author and Chartered Wealth Manager, Warren Shute, has revealed his tips on gaining and keeping clients.

A 26 year-old who recently became qualified as a Chartered Wealth Manager has won promotion at his firm.

Former IFP President Julie Lord, Chartered & Certified Financial Planner & Chartered Wealth Manager, has reached the 30 year mark in her career. Below, she writes about her experiences to date, reflecting on her three decades in Financial Planning and explaining why she is just as enthusiastic now as ever before.

The Chartered Institute for Securities & Investments is to seek a more “level playing field” with the PFS’s rival Chartered Financial Planner qualification.