Displaying items by tag: Chartered Financial Planner
Thursday, 27 February 2020 12:16
SJP profits slump in 2019 after 'challenging' year
Wealth manager St James’s Place saw profits slump in 2019 after a “challenging year” for the wealth management sector.
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Friday, 31 May 2019 11:35
Chartered Financial Planner supports pensions gold standard
Chartered Financial Planning firm Belmayne is among the first firms in the East Midlands to sign up to a new professional code of practice governing pension transfers.
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Monday, 29 April 2019 12:35
Inheritance taboo costs £80k in unnecessary tax, study finds
Families could be paying an avoidable tax bill of more than £80,000 because parents are too embarrassed to talk to their children about their financial future, according to new research.
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Tuesday, 22 January 2019 12:25
Curtis Banks launches new ‘Your Future’ SIPP
Independent SIPP provider Curtis Banks has launched its new ‘Your Future SIPP’.
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Monday, 08 October 2018 12:35
Punter Southall Aspire buys Chartered Financial Planner
Punter Southall Aspire, the savings and workplace pensions business, has acquired JDP Financial Services, a firm of independent Chartered Financial Planners based in Bedford, for an undisclosed sum.
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Friday, 05 October 2018 14:06
Chartered Financial Planner gains later life accreditation
A Yorkshire-based Chartered Financial Planner has gained Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA).
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Tuesday, 12 June 2018 12:34
Finalytiq’s Timeline completes seed-funding round
A software tool designed to predict the success of long-term retirement strategies has completed a seed-funding round.
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Wednesday, 06 June 2018 11:30
Chartered Financial Planner's new firm issues transfer warning
A new firm, Pension Advice Specialists (PAS), which offers advice on pension transfers has warned of a gap in the availability of guidance.
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Tuesday, 11 June 2013 11:48
Prestigious qualifications for Sipp provider directors
Two directors at Sipp provider Taylor Patterson have qualified as Chartered Financial Planners.
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