Peter Lawrence spent 30 years in IT but last year launched his own IFA. Professional Adviser has been tracking his progress. This month he goes back to the examination room.
It’s exam time again. As a recent joiner to the financial services world, I have tagged along on a journey many others are making to improve our qualifications. But it is not that we have much choice...
According to Cicero report
Adds 24 staff, three offices and £275m AUA
Launches Junior ISA and retirement accounts
Schroders tops 2019 list
24 companies wound up