HL and 3 Planning firms gain Corporate Chartered status

Five firms - including platform and investment provider Hargreaves Lansdown - have achieved Corporate Chartered status from the CII in the latest quarter.

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Progeny gains Corporate Chartered status

Financial Planner and wealth manager Progeny Wealth has been awarded Chartered firm status by the Chartered Insurance Institute.

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WH Ireland achieves Chartered status

Wealth management firm WH Ireland has achieved corporate Chartered Financial Planning status from the Chartered Insurance Institute (CII).

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Financial Planner appeals for charity fundraising partnerships

Derbyshire-based independent Financial Planner, Belmayne, has appealed for small local charities to get in touch if they would like to benefit from the firm’s fundraising next year.

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