HL and 3 Planning firms gain Corporate Chartered status
- Thursday, 20 July 2023
- Articles
Five firms - including platform and investment provider Hargreaves Lansdown - have achieved Corporate Chartered status from the CII in the latest quarter.
Read more...Progeny gains Corporate Chartered status
- Tuesday, 10 January 2023
- Articles
Financial Planner and wealth manager Progeny Wealth has been awarded Chartered firm status by the Chartered Insurance Institute.
Read more...WH Ireland achieves Chartered status
- Wednesday, 21 July 2021
- Articles
Wealth management firm WH Ireland has achieved corporate Chartered Financial Planning status from the Chartered Insurance Institute (CII).
Read more...Financial Planner appeals for charity fundraising partnerships
- Friday, 22 November 2019
- Articles
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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