National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.
Read more ...Fairstone completes takeover of £160m AUM Chartered firm
- Wednesday, 13 December 2023
- Articles

PFS Conference: AI could cut Paraplanner and admin jobs
- Thursday, 02 November 2023
- Articles

Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.
Read more ...PFS Conference: Nearly 1,000 battle weather to attend
- Thursday, 02 November 2023
- Articles

Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales.
Read more ...Succession hires new execs from Investec and Aviva
- Wednesday, 18 October 2023
- Articles

Aviva-owned wealth manager and Financial Planner Succession Wealth has added two new executives to expand its senior leadership team.
Read more ...Paraplanners wary about use of AI
- Tuesday, 05 September 2023
- Articles

Paraplanners want better tech tools but are wary about using Artificial Intelligence (AI) to improve productivity, a new survey of Paraplanners has revealed.
Read more ...New IFA joins Continuum in Midlands
- Tuesday, 01 August 2023
- Articles

Experienced adviser and former Paraplanner Richard Lent DipPFS has joined national IFA Continuum as a financial adviser in the West Midlands.
Read more ...BRI Wealth hires new Chartered Financial Planner
- Monday, 03 July 2023
- Articles

Coventry-based BRI Wealth Management has hired Laura Ripley FPFS as a Chartered Financial Planner.
Read more ...9 in 10 advisers ‘optimistic’ about business this year
- Friday, 31 March 2023
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The vast majority of financial advisers (89%) feel positive about their business this year with only 11% pessimistic.
Read more ...CII launches first Apprenticeship Awards
- Wednesday, 08 February 2023
- Articles

The Chartered Insurance Institute has launched its first Apprenticeship Awards.
Read more ...Embark launches new Paraplanner hub
- Wednesday, 11 January 2023
- Articles

Platform and retirement provider Embark has launched The Paraplanner Room, a new hub for Paraplanners providing topical information and tools.
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