Chartered

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
CISI confirms it will offer Chartered status to Certified members

Your profession

CISI confirms it will offer Chartered status to Certified members

'Real positive' for CISI members

clock 28 July 2021 • 2 min read
Chartered trio launch Manchester-based financial planning firm

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

Your profession

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

7,000 advisers Chartered in 15 years

clock 27 January 2020 •
Northern IFA sponsors local sporting clubs

Your profession

Northern IFA sponsors local sporting clubs

Sponsorship to support grassroots sports

clock 16 December 2019 •
PFS launches beefed-up toolkit to help promote Chartered status

Your profession

PFS launches beefed-up toolkit to help promote Chartered status

clock 25 November 2019 •
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