Fairstone completes takeover of £160m AUM Chartered firm
- Wednesday, 13 December 2023
- Articles
National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.
Read more...St James's Place reveals Chartered Award Winners
- Thursday, 02 February 2023
- Articles
Wealth manager St James’s Place has announced its 2022 Chartered Award winners, with Matthew Sellens of Crown Wealth Consultants named as SJP Chartered Planner of the Year.
Read more...Chartered Planner Lumin Wealth buys South East IFA
- Monday, 13 June 2022
- Articles
The acquisitive St Albans-based Chartered Financial Planner Lumin Wealth has acquired South East financial adviser Ashridge Financial Management – its third takeover in two years.
Read more...CISI launches CFP pathway for Chartered Planners
- Wednesday, 30 March 2022
- Articles
The CISI, the professional body for Certified Financial Planner (CFP) Professionals, has this week launched its new pathway to CFP status for planners holding the rival Chartered Financial Planner designation.
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