Financial Planners unphased by lockdown 3.0

Financial Planners have told Financial Planning Today that they are unphased by the latest round of lockdowns throughout the UK.

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Surrey Chartered Planner firm promotes staffer to director

Chapters Financial, a Chartered Financial Planning firm based in Guildford, Surrey, has promoted Vicky Fulcher to become a director at the firm after five years with the business.

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Leading planner appointed CISI Southern President

 The Chartered Institute for Securities & Investment has appointed leading Financial Planner Keith Churchouse CFP Chartered FCSI as President of the CISI’s Southern branch.

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Chartered Planner backs stand-up comedy night for brain charity

Guildford-based Chartered Financial Planning firm Chapters Financial is to sponsor a local stand up comedy night to raise funds for a brain injury charity.

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