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One of 725 to have Chartered status
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.