UAE firm achieves Chartered status
- Wednesday, 17 January 2024
- Articles
United Arab Emirates-headquartered wealth adviser GSB Capital has become the first international firm to achieve CISI Chartered Firm status.
Read more...PFS Festival - All the award winners
- Wednesday, 02 November 2022
- Articles
Leeds-based The Private Office has scooped the Personal Finance Society’s Chartered Financial Planning Firm of the Year.
Read more...Accredited planning firm hires first female adviser
- Wednesday, 07 March 2018
- Articles
An Accredited and Chartered Financial Planning firm has hired its first female adviser.
Read more...Chartered Financial Planning firm’s parent hires group sales manager
- Monday, 30 October 2017
- Articles
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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