Fairstone completes takeover of £160m AUM Chartered firm

National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.

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St James's Place reveals Chartered Award Winners

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.

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Chartered Planner Lumin Wealth buys South East IFA

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.

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CISI launches CFP pathway for Chartered Planners

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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