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Chartered

Advisers furious as CII trials giving Chartered status for 'experience'

Your profession

Advisers furious as CII trials giving Chartered status for 'experience'

Advisers have unleashed a tirade of negative views across LinkedIn

clock 08 March 2023 • 4 min read
Surrey adviser gains Chartered status aged 22

Your profession

Surrey adviser gains Chartered status aged 22

‘Determined, ambitious, passionate’

clock 20 October 2021 • 1 min read
Chasing Chartered status: Is the long process worth it for adviser firms?

Regulation

Chasing Chartered status: Is the long process worth it for adviser firms?

Just 14% of firms hold Chartered status

clock 08 September 2021 • 8 min read

Your profession

CISI confirms it will offer Chartered status to Certified members

'Real positive' for CISI members

clock 28 July 2021 • 2 min read

Companies

Chartered trio launch Manchester-based financial planning firm

Three Chartered financial planners have joined forces to launch a new independent business called Sylvan Financial Management.

clock 02 February 2021 • 1 min read

Your profession

PFS: 7,000 advisers have achieved Chartered status in 15 years

7,000 advisers Chartered in 15 years

clock 27 January 2020 • 1 min read

Your profession

Northern IFA sponsors local sporting clubs

Sponsorship to support grassroots sports

clock 16 December 2019 • 1 min read

Your profession

PFS launches beefed-up toolkit to help promote Chartered status

clock 25 November 2019 • 1 min read
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Kerry Nelson firms sell for £500,000 after battle between 38 bidders

30 March 2023 • 2 min read
02

FCA hints at potential Sustainablity Disclosure Requirements delay

29 March 2023 • 2 min read
03

Business optimism? A look at the challenges concerning advisers

29 March 2023 • 1 min read
04

Advice acquisitions double with £48bn in AUM bought in 2022

30 March 2023 • 2 min read
05

Foster Denovo parent secures £800m in assets via internal acquisitions

30 March 2023 • 1 min read
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