Financial Planning News

May 4, 2021
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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
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‘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
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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
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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 […]