Beaufort appoints Chartered Planner as new COO
- Tuesday, 12 January 2021
- Articles
Financial Planning, investment and mortgages firm Beaufort Group has appointed Chartered Financial Planner Jade Connolly as chief operating officer.
Read more...Paraplanner recruited by planning firm as new head of advice
- Thursday, 16 February 2017
- Articles
Ascot Lloyd, the Financial Planning and wealth management firm, has recruited a former head of Paraplanning to a senior new role as head of advice where she will lead a strategic review of the company’s advice process.
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