Articles
One of the joys of the portfolio style of working that I am now able to follow is the variety of talented people that I meet.
Adam Owen DipPFS, Certs CII (MP & ER) has been confirmed as President of the Personal Finance Society (PFS).
Eatock returns as Intelliflo CEO as Purdey bows out
Written by JamesIntelliflo has revealed that Nick Eatock has returned as chief executive following the departure of Hamish Purdey.
Expanding Chartered Financial Planner makes new hire
Written by JamesA Chartered Financial Planners has made its first major appointment as it targets growth following a management buyout.
Financial advice network Openwork has achieved a seventh year of profit growth, with pre-tax profits hitting a new record of £22.6m, enabling the business to pay its first ever dividend to shareholders.
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Seven Investment Management has added a tailored drawdown option for its SIPP which it says will allow advisers “more flexibility” when managing the quantity and frequency of a client’s drawdown payments.
PFS reveals growth in membership in latest accounts
Written by JamesThe Personal Finance Society (PFS) has revealed a growth in membership in its latest reports and accounts for the year ending December 2018.
Discretionary managed portfolio provider FE Invest has appointed two senior investment professionals, including a Chartered Financial Planner, to its growing team.
St James’s Place has once again been the centre of a media storm over the weekend as a ‘forgery’ allegation emerged.