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Led by former CMS Wealth CEO David Carter with first deal sealed

The Personal Finance Society (PFS) has signalled intent to “explore international relevance” and teased the creation of a leadership role “to represent the PFS externally”.

Significant contribution to group success

Premier management conference returns to Warrington

Williams presented at the International Behavioural Finance Working Group conference

Head of financial planning Wesley Harrison in conversation with Professional Adviser

Potential wealth tax revenue ‘remains highly uncertain’, experts warn

IFAs are positive overall about the changes for clients

Celebrating the best in financial planning and advice

‘We’ve benefited from an uptick in the national conversation around pensions’