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  • Chartered Financial Planning firm buys IFA

  • Schroders gains 2 Chartered Financial Planning firms

  • Chartered Financial Planner Steve Martin CFPTM Chartered MCSI, owner of Smart Financial, an Accredited Financial Planning firm

    Chartered Financial Planner launches training academy

  • Lee Hartley, CEO of Fairstone Group

    Financial Planning group snaps up another advice firm

  • CII crest

    New academy aids bid for more Chartered Financial Planners

  • Ray Adams launched CashCalc in 2014

    Cashflow modelling expert says cashflow model NOT essential

  • Peter Savage, business partner at Fairstone NI,

    Chartered planning firm snaps up 4 advisers from major bank

  • Keith Churchouse

    Chartered Financial Planners chosen for best digital awards

  • David Loudon, chief executive of Quilter Cheviot

    Chartered Financial Planning sells its DFM arm

  • Financial Planners will get chance to win contract for £1m jackpot advice from Autumn

  • Danny Cox, a Chartered Financial Planner at Hargreaves Lansdown,

    Chartered planner: NS&I rate cuts 'devastating for millions'

  • CEO Lee Hartley

    Chartered Financial Planning firm gains 2000 clients with takeover

  • Jack McVitie, chief executive of LEBC

    Chartered planner gets new director of public policy role

  • Keith Churchouse

    Financial Planner wins award for robo-adviser app

  • Chartered Financial Planner Paul Scarff APFS

    Chartered Financial Planning firm joins adviser group

  • CashCalc was created by Chartered Financial Planner Ray Adams, who also runs Niche IFA in Wales.

    Chartered Financial Planner strikes deal for cashflow tool

  • Recruit UK logo

    Paraplanner – Yeovil – £30k - £35k (11503)

  • Chartered firm snaps up two advisers and over 300 clients

  • Mazars website

    Mazars acquires Chartered Planning firm from Embark

  • Paula Steele, managing director

    Chartered Financial Planners launch wealth manager

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