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Investing in the profession

Investing in the profession

Webinar series to sell financial planning to 'Joe Bloggs'

Cheshire-based IFA Poppy Red is to broadcast a series of four webinars aimed at bringing to principles of financial planning to the wider public.

clock 20 November 2012 •

Investing in the profession

IFA to offer free iPad financial planning sessions

Aberdeen financial planning firm Money Plan-it will provide complimentary 30-minute retirement planning sessions as part of Financial Planning Week.

clock 20 November 2012 •

Investing in the profession

Freedom Financial Planning to offer free advice to schools

Derbyshire-based financial planners, Freedom Financial Planning, is to offer free financial advice to a local school in aid of Financial Planning Week.

clock 19 November 2012 •

Investing in the profession

National finance journalist to join adviser ranks

Stephen Womack, personal finance correspondent at the Financial Mail on Sunday, is to leave and become a financial adviser.

clock 19 November 2012 •

Investing in the profession

Lighthouse Group appoints head of training

Lighthouse Group has appointed Ian James as head of group training, with effect from 10 December.

clock 19 November 2012 •

Your profession

IFA scoops up two ex-HSBC advisers

An Exeter-based IFA has expanded its team to nine by hiring and retraining two ex-HSBC advisers.

clock 16 November 2012 •

Investing in the profession

Seven Welsh firms to offer free financial planning

Seven Wales-based firms will offer free financial guidance as part of Institute of Financial Planning's (IFP) Financial Planning Week.

clock 16 November 2012 •

Investing in the profession

Sanlam appoints new chief executive

Sanlam Private Investments UK (SPI) has appointed Craig Massey as chief executive officer.

clock 15 November 2012 •

Investing in the profession

Stella McCartney talks undies with finance guys

British fashion designer Stella McCartney is in talks with three finance professionals about designing their long johns for the City Endeavour North Pole charity trek.

clock 15 November 2012 •

Investing in the profession

Quilter and Cheviot to merge

Wealth management business Quilter and Co. is to merge with discretionary investment firm Cheviot Asset Management to form a new firm, Quilter Cheviot.

clock 13 November 2012 •
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