A South West-based Financial Planning and accountancy firm has promoted two new partners.

A Northern Ireland Financial Planning firm has launched a series of videos coincide with the run-up to the Young Leaders NI Annual Conference.

Wealth planner and investment management firm Brown Shipley has made a new senior appointment in London.

High net worth individuals and business owners globally are optimistic and looking for opportunities to invest as markets rebound in 2019, according to a new survey by UBS.

The Chartered Insurance Institute is set to revamp and modernise its corporate Chartered designation for the insurance and Financial Planning professions.

 The FCA and other financial regulators are to launch a joint working group to tackle phoenixing in financial services.

Wealth manager and Financial Planner Quilter Cheviot has boosted its investment management team with a series of new hires.

There is no doubt this will be a year of change for the qualifications undertaken by Financial Planners and Paraplanners, as this edited feature from the latest issue of Financial Planning Today magazine reveals.

A Financial Planning firm is looking to expand and take on more staff after it received a £200,000 investment from the Midlands Engine Investment Fund.

The London Institute of Banking & Finance, a professional body, has finalised an accreditation agreement with the Society of Later Life Advisers (SOLLA), the organisation for advisers with older and more vulnerable clients.