UAE firm achieves Chartered status

United Arab Emirates-headquartered wealth adviser GSB Capital has become the first international firm to achieve CISI Chartered Firm status.

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PFS Festival - All the award winners

Leeds-based The Private Office has scooped the Personal Finance Society’s Chartered Financial Planning Firm of the Year.

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Accredited planning firm hires first female adviser

An Accredited and Chartered Financial Planning firm has hired its first female adviser.

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Chartered Financial Planning firm’s parent hires group sales manager

Tony Hicks has been appointed as group sales manager at the Beaufort Group, the national partnership of IFA firms, which incorporates Chartered Financial Planning arm Beaufort Financial.

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