PFS Planner training initiatives attract 250 students
Intense Life Desires PFS Pathways launch in July The Personal Finance Society (PFS) said 250 people have so...
Planner
Clifton Wealth adds £146m AUM with 2 Planner acquisitions
Clifton Wealth Partnership’s website Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has...
Hoxton adds Planner training scheme
Hoxton CEO, Chris Ball (centre) with four Pathway trainees Hoxton Wealth has launched a three-year...
Leicester Financial Planner enters liquidation
The firm described itself as a holistic Financial Planning firm with a focus on responsible...
Johnston Carmichael Wealth adds Chartered Planner
Leigh Townsley, Chartered Financial Planner. Aberdeen-based Johnston Carmichael Wealth, owned by 7IM group’s Partners Wealth...
PFS to invest £1m into new Planner training initiatives
PFS Pathways initiative launch today The Personal Finance Society (PFS) is to pump £1m into...
Mansion House reforms welcomed by Planner industry
Rachel Reeves, Chancellor of the Exchequer Chancellor Rachel Reeves’ raft of financial services reforms announced...
Planner leaves Newcastle firm after its takeover by Saltus
Andrew Gardiner (left) and Alister Gaines Chartered Financial Planner Andrew Gardiner has left his role...
24 claims filed against failed Sussex Financial Planner
FSCS website The Financial Services Compensation Scheme has declared Sussex-based wealth manager and Financial Planner...
Bristol Planner firm scraps £4k initial advice fee
Chris Hindle of Frazer James Bristol Financial Planning firm Frazer James has scrapped its advice...