Cooper Parry Wealth acquires Wimbledon Chartered Planner
Intense Life Desires Dave Kendrick of CPW (centre) flanked by Gem’s Elliott Swatton (left) and Gareth Rees (right)...
Chartered
Newcastle-based Azets acquires Cornwall Chartered Planner
Rosie Falco with Mark Parkinson (centre) and Treve Evans Azets Wealth Management has agreed a...
McLoughney scoops PFS Chartered Planner of Year Award
L-R: PFS board member Eddie Grant; Chartered Planner winner Dominic McLoughney; host Sarah Pennells Dominic...
5 new firms achieve CII Chartered Corporate status
CII Corporate Chartered Status Five Financial Planning and insurance firms have achieved the Chartered...
Johnston Carmichael Wealth adds Chartered Planner
Leigh Townsley, Chartered Financial Planner. Aberdeen-based Johnston Carmichael Wealth, owned by 7IM group’s Partners Wealth...
Welsh SJP partner firm gains Chartered Firm status
The Nine Wealth Management team Welsh Financial Planning firm Nine Wealth Management has gained the...
Chartered Planner to launch sports and entertainment arm
Jess Biggs, sports head at First Wealth London-based Chartered Financial Planning firm First Wealth has...