Acumen Financial Planning was named as the Recognising Excellence - Accredited Financial Planning Firm of the Year at the Chartered Institute for Securities and Investment (CISI) Financial Planning Annual Conference last night.
Baigrie Davies paraplanner Jenny Ryan picked up the Paraplanner of the Year award at the conference's annual gala dinner hosted by ITV's Good Morning Britain presenter Charlotte Hawkins. The judges said...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till