The two day Chartered Institute for Securities & Investment’s Annual Paraplanner Conference is getting under way today.
Read more ...IFW returns to in-person wellbeing conference for Planners
- Friday, 25 March 2022
- Articles
The Initiative for Financial Wellbeing (IFW) is to return to an in-person, one-day annual conference for Financial Planners to be held in Bristol on 25 May.
Read more ...Benchmark launches Financial Planning academy
- Wednesday, 02 February 2022
- Articles
Benchmark Capital, the owner of several financial and Financial Planning firms, has launched an academy to train the next generation of Chartered Financial Planners.
Read more ...St James's Place adds 229 new graduates
- Friday, 17 December 2021
- Articles
Wealth manager St James’s Place has boosted its partnership numbers with 155 newly-qualified financial advisers and 74 new Paraplanners - 229 in total.
Read more ...IWP acquires £260m Southport Chartered Planning firm
- Thursday, 25 November 2021
- Articles
Rapidly expanding Financial Planning-focused advisory group Independent Wealth Partners (IWP) has acquired Southport-based Chartered Financial Planning firm Premier Wealth Management.
Read more ...PFS Fellow launches ESG consultancy for IFAs
- Monday, 25 October 2021
- Articles
Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow.
Read more ...Klonowski wins CFP Professional of the Year Award
- Wednesday, 06 October 2021
- Articles
Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.
Read more ...Paraplanners Assembly plans space-age conference
- Friday, 06 August 2021
- Articles
The annual conference of the Paraplanners Assembly community will go virtual for the second year in a row in September and adopt a space theme.
Read more ...Paraplanner pens a poem for Paraplanning
- Friday, 19 March 2021
- Articles
To mark World Poetry Day on Sunday leading Paraplanner Caroline Stuart FPFS has penned an ‘Ode to Paraplanning.’
Read more ...CISI unveils Paraplanner Conference 2021
- Wednesday, 10 March 2021
- Articles
The Chartered Institute for Securities & Investment’s annual Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will take place this year on 19 and 20 May.
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