Financial Planning News
August 13, 2021
We are absolutely delighted to have had our corporate Chartered financial planner status renewed for yet another year. Issued by the Chartered Insurance Institute (CII), Chartered […]
May 7, 2021
Vanessa Townshend, FPFS, one of our Directors and Charted Financial Planner, has once again been named as a VouchedFor ‘Top Rated Adviser’ for 2021. As decided […]
May 4, 2021
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
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 […]