Verve Foundation launches new cohort of students

Verve Foundation, the not-for-profit organisation looking to bring new blood into the profession and help advisers to grow, has launched a new cohort of students starting their journey towards gaining their diploma in regulated Financial Planning.

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Financial Planning firm appoints CIP to expand client options

Financial Planning and advice firm Helm Godfrey has partnered with discretionary investment management company PortfolioMetrix, to provide investment options for clients.

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Chartered Financial Planning firm partners with investment selector

Chartered Financial Planning firm Lloyd & Co has selected PortfolioMetrix as its investment management partner and plans to utilise the full range of investment tools offered by the firm.

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PortfolioMetrix signs partnership deal with Praemium

The discretionary investment manager PortfolioMetrix has begun a ‘strategic partnership’ with platform Praemium which will combine PortfolioMetrix’s investment planning tools and Premium’s suite of investment platform services.

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