The Personal Finance Society and Chartered Insurance Institute have launched a new Environmental Social Governance (ESG) short course for Financial Planners and advisers.
Former solicitor Hugh Lansdell, 74, has been jailed for four years for committing fraud by stealing almost £2million from clients' trusts and accounts.
National Financial Planning firm Fairstone has this week moved into a new flagship office HQ, formerly used as the head office of sportswear firm Nike.
It turns out, according to a new study, that Financial Planners are very much on the right lines when it comes to delivering a personal service that wealthier clients actually want.
I meet and talk to online many Financial Planners during the course of a typical month. I’m always impressed by their enthusiasm and enjoyment for what they do and also their long-term confidence that they are in the right profession at the right time.
Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.
The latest FCA data on complaints does not make comfortable reading for advisers and providers, particularly those involved in giving advice on pension decumulation and annuities.
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