Trade association, the IFA Centre, has taken on two new member firms.
The new members of the body are Caroline Banks & Associates and Philip J Milton & Company. Caroline Banks & Associates has been running for more than 22 years and its two directors, Caroline Banks and Charles Wood, were among the first to become Chartered Financial Planners when the designation was launched in 2006. Philip J Milton & Company started in 1985 and is one of the largest Independent Financial Advisers and discretionary investment managers in Devon. IFA Centre director Gillian Cardy (pictured) said: "I am delighted that Caroline Banks & Associates and Philip J Milton & C...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes