Chartered Financial Planners

During an era when some banks sought to establish themselves in the world of financial advice, one Lancashire independent financial adviser has turned the tables. Well, sort of...

IFA Kate Brookes talks RDR, McAdvice and the importance of being earnest.

The Personal Finance Society (PFS) has appointed 21 financial planners as ‘Chartered Champions' to promote the professional status across the UK.

Campbell Edgar, ex-consultant director at Andersen Charnley, says his exit from the firm was not caused by its sale to Collins Stewart.