Kevin
PFS Annual Paraplanning Conference gets under way
- Wednesday, 08 May 2024
The Personal Finance Society’s annual Paraplanning Conference, Purely Paraplanning 2024, gets under way today in London.
Read more...Advanta snaps up London Financial Planner PRW
- Wednesday, 08 May 2024
Fast growing wealth manager and Financial Planner Advanta Solutions, owner of Chartered Financial Planner Advanta Wealth, has acquired London Financial Planner firm Penney, Ruddy & Winter (PRW).
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FCA bans and fines City firm CEO
- Tuesday, 07 May 2024
The FCA has today banned and fined James Lewis, the former CEO of City of London wealth manager and investment broker Shard Capital Partners.
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