Business: Charity Champions
Consolidator Perspective buys 33rd advice firm
Consolidator Perspective Financial Group has acquired north west-based IFA Investment PrinciplesBy Talya Misiri - 20 February 2019, 14:56
Uncertainty brings opportunity: 3 IFAs share their 2019 targets
At our conference last week we asked IFAs to tell us what they hoped to achieve in 2019. Here are three delegates' views
Informed Choice is key piece in 10k Jigsaw charity run
For the seventh year, Cranleigh-based IFA Informed Choice will be hosting and sponsoring the 10km Jigsaw Run to raise money for Jigsaw Trust, a charity that supports children and adults with autism.
FCA adds local adviser search to register
MPs complained people needed a degree in orienteering to find advice firms on the Financial Conduct Authority register. Now the regulator has responded by building its own postcode search tool.
Fresh Face: Parmiter follows investment dream at Beaumont
Recently qualified Tom Parmiter of Shropshire-based Beaumont Financial explains his journey into financial advice.
Goodmans joins boat race to raise funds for air ambulance
Goodmans Financial Planning is raising money for the Devon Air Ambulance Trust by competing in the charity’s dragon boat race.
Yorkshire IFA takes on 300-mile cycle challenge
Yorkshire-based Informed Financial Planning managing director Kevin Ferriby has been on his bike to raise money for Rugby League Cares, a charity that supports rugby league families and communities in the UK that play the game.
What it's like to return to advice after a 10-year gap
Helen Learmonth, a financial planner at Edinburgh-based Wealthflow, returned to advice this year after taking just under a decade out to raise three children
Fresh faces: Little and Mullan target young trailblazers at Eelah
It is early days for the two co-founders of Eelah. They have two clients. But with 15 prospects set to sign up in the coming months, they hope their dream will quickly become a reality.
Beacon's Ashdown tackles touch rugby challenge
This week, Cambridgeshire-based Beacon Wealth Management’s investment assistant Rachel Ashdown will play in a charity touch rugby tournament to raise money for Duchenne UK, which supports children diagnosed with muscular dystrophy.