Chartered Financial Planners

Received £25m funding in April

Following £258m buyout

Avoiding the pitfalls when passing exams

Deal adds £600m assets under advice

Amyr Rocha-Lima juggles a return to the post-graduate lecture halls with advising clients

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.

Tilney Bestinvest, the investment and financial planning group, has hired four financial planners from across the UK to its expanding team, including a Personal Finance Society (PFS) Fellow.

Why I've changed my mind on IFP-CISI merger

A merger between the Institute of Financial Planning (IFP) and Chartered Institute for Securities & Investment (CISI) could see the launch of a QCF Level 4 financial planning qualification.

The wealth planning arm of Sanlam UK has acquired the client bank of Chartered financial planning firm FA Watts Investment Managers.