Julie Lord of Chartered South Wales firm Magenta Financial Planning is stepping away from giving client advice after 34 years of working as an adviser.
Lord's last day in her regulated role was on 1 September, and will now work two days per month on behalf of Magenta, covering the likes of writing and social media for the firm. Magenta was founded...
Standard Life Aberdeen's financial advice business 1825 has made changes to its leadership team that will see joint-leaders take charge of its financial planning and advice teams.
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