Castle hosts launch of rebranded Chartered Financial Planners
- Friday, 10 August 2018
- Articles
Berry & Oak, a newly-rebranded firm of Chartered Financial Planners set up by a husband and wife team, has held its launch event in Hazlewood Castle, a luxury hotel near Leeds.
Read more...Chartered Financial Planner joins Sanlam in new business model
- Monday, 23 July 2018
- Articles
Wealth management group Sanlam has unveiled Chartered Financial Planner and IFA Ergowealth as the first firm to join its partnership programme.
Read more...Salmon takes up CEO role at Arbuthnot Latham & Co
- Wednesday, 11 July 2018
- Articles
Andrew Salmon is to take up the role of chief executive officer at Chartered Financial Planner-focused wealth manager Arbuthnot Latham & Co with immediate effect.
Read more...Fairstone acquires Sims Financial Planning
- Monday, 23 April 2018
- Articles
Fast-growing Chartered Financial Planning firm Fairstone has fully acquired Sims Financial Planning, marking the firm’s third acquisition of 2018.
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