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  • Julius Baer hires Chartered planner for Scottish expansion

  • SJP's James Elliott

    St. James's Place reveals UK's youngest Chartered Planner

  • Chartered planners bought out by national wealth firm

  • Tamsin Caine CFPTM Chartered MCSI

    Chartered planner launches new specialist divorce service

  • Bamford Media's new website

    Chartered Financial Planner launches media business

  • AFH chief executive Alan Hudson, right, welcomes Steve White to AFH Group

    IFA sells firm to Chartered Planner’s group

  • Keith Richards, PFS Chief Executive

    PFS launches new summer Financial Planning events

  • AFH chief executive Alan Hudson

    AFH reveals £24m war chest to fund acquisitions

  • Chartered Planner: Make firms accountable on equality

  • Chartered Financial Planner Rachael Griffin

    Chartered planner backs radical ISA shake-up

  • FOS building

    Leading planner urges FOS inquiry after TV allegations

  • Chartered Planner's new book explores ‘pop your clogs’ time

  • George Kinder, founder of Life Planning

    Kinder: Why I’m a huge fan of robo-advice

  • Chartered planners fear pension savers walk out

  • CISI HQ in London

    CISI unveils fast track Certified Financial Planner training

  • Barry Horner

    Two Financial Planning firms reveal merger details

  • Penguin Legal

    Penguin WM swims into new territory with legal launch

  • Carl Lamb, managing director, Almary Green Investments

    Chartered Financial Planner guards athletes

  • Danny Cox, Chartered Financial Planner, Hargreaves Lansdown

    HL launches new service for first-time investors

  • Alan Hudson

    Chartered Financial Planner’s firm’s £1.2m double acquisition

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