One of 725 to have Chartered status
Celebrating 20 years in advice
Received £25m private equity capital in April
National advice firm Fairstone has acquired Market Deeping-based IFA Zimb Johnson Bespoke Financial Planning, adding £135m to its assets under management (AUM).
National Chartered financial planning firm Fairstone Financial Management has backed the ambitions of its advisers who want to achieve individual Chartered status with the launch of an online training academy.
Adviser consolidator Attivo has acquired its seventh firm this year with 180-active-client IFA C R Toogood Financial Planning.
Director at Lloyds Banking Group Robert Fletcher has been elected as the Chartered Insurance Institute's (CII) new president.
The standards advice firms must meet to call themselves Chartered are set to get much tougher, as the Chartered Insurance Institute (CII) embarks on a radical overhaul of the label.
The Personal Finance Society (PFS) has reported a marked increased in the number of Chartered financial planners - with Imperial Financial Planning's Michael Doy lucky number 4,000.
Insurer Zurich is training its sales staff to obtain the same minimum qualification level as that required of the advisers they speak to.
The Chartered Insurance Institute (CII) has laid out its plans to overhaul the corporate Chartered status for firms, in a drive to achieve greater trust among consumers and raise standards across the profession.
The Tenet Group is offering its Chartered advisers a 50% discount on their professional indemnity insurance (PII) excess after negotiating with its underwriters.
The outgoing president of the Chartered Insurance Institute (CII) is imploring her successor to take a closer look at the retail space and a reworking of what Chartered means in 2013.
A Chartered financial planner who has spent more than two decades advising clients has quit the industry as he believes many parts of it are still geared towards selling products.
The Institute of Financial Services is now able to offer chartered membership in addition to its existing chartered titles.
THE SPECIAL ONE
The number of registered chartered financial planners in the UK has almost doubled from three years ago, and now tops 3,000, figures show.
Midlands-based IFA Torquil Clark has been awarded chartered financial planner (CFP) status by the Chartered Insurance Institute (CII).
The Personal Finance Society (PFS) says the growing need to raise standards has helped it gain over 25,000 members since its creation in 2005.
IFA firm Punter Southall has more than doubled its turnover in two years it was announced today.
Trevor Matthews, CEO of Standard Life Assurance and newly appointed deputy president of the CII, says chartered status is a good level to aim at for the IFA industry.
The Personal Finance Society (PFS) will spend at least £1m in 2006 in its first major drive to communicate the role of the professional body to the financial services industry to consumers.