Jim Grant, CEO of Bath-based Chartered Financial Planner Fidelius, is stepping down after 12 years in the role as the FCA gives the go ahead to Swedish wealth manager Sӧderberg & Partners to take a minority stake in the business.

Rapidly expanding Newcastle-based Chartered Financial Planning firm Fairstone has acquired South West-based Sovereign Wealth Management.

An award-winning Chartered Financial Planner has launched a mission to give people fee free mortgage advice during the Coronavirus outbreak.

Paraplanning Manager – Chelmsford/ Bath/ Cheltenham - £40k to £50k - (2815)