FP Week 2019: Firm reveals initiatives to boost planning

West Yorks-based Chartered Financial Planning firm Berry & Oak has thrown its weight behind the CISI’s Financial Planning Week with a number of initiatives aimed at boosting the Financial Planning profession.

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Financial Planners scale Yorkshire Three Peaks for charity

Financial Planners at Berry & Oak scaled new heights to raise money for charity.

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Profession reflects on ‘amazing’ Financial Planning Week

Experts were left enthused by Financial Planning Week and described the event as “amazing”.

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How firms are getting involved in Financial Planning Week

With Financial Planning Week under way two firms have revealed what they are doing to mark the event and boost the profile of Financial Planning.

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