Financial Planning News

May 4, 2021

Springfield Financial Exams Success!

Congratulations to Pauline and Ailsa, who have both taken financial exams recently and passed with flying colours! Pauline chose to build on her existing knowledge and […]
May 2, 2021

‘Highly Commended’ at the Professional Adviser Awards 2021

For the last 16 years, the Professional Adviser Awards have been honouring the best in multi-asset investing. As well as best in platform provision, adviser support […]
March 16, 2021

Our 2021 Spring Budget Summary

The 2021 spring budget is a budget of two halves. The Chancellor, Rishi Sunak, outlined very few changes to pensions and investments. The continuing Coronavirus pandemic […]
March 9, 2021

Financial Vulnerability Taskforce

We are proud to announce that we are supporting the Personal Finance Society’s Financial Vulnerability Taskforce. We can all find ourselves in vulnerable circumstances at some […]