Chartered Financial Planner Tamsin Caine has been promoted at Accredited Financial Planning Firm Smart Financial to become head of Financial Planning.
Staff from a Financial Planning firm have completed a 850 mile cycling challenge, in a bid to raise £100,000 for CASCAID and cancer research.
Trusts and Estate Planning will be the focus of an online seminar for Paraplanners which takes place on Wednesday.
Wealth manager Walker Crips has hired a new investment director who used to work for Financial Planning firm Tilney.
The Personal Finance Society last week put out an urgent warning to advisers about DFM compliance.
Which? has handed the FCA the findings from its probe into St James’s Place, which allegedly found advisers “failing to comply with transparency rules on the disclosure of charges”.
The Adam Smith Institute says the move to raise the state pension age to 68 earlier than planned fails to go far enough.
Financial Planners’ client numbers are soaring, with more than half increasing their totals by between 10% and 25% or more in the last year.
A Chartered Financial Planner’s firm plans to launch a new extensive Financial Planning course.
Financial Planning business Tilney has added another Financial Planner to its ranks as its hiring spree continues.