IFA firm Informed Choice is planning to recruit seven additional financial planners in the next 18 months. As part of its strategic growth plans, the Surrey-based business intends to recruit two more financial planners before the end of this year and a further five in 2010.
Investment is the core of financial planning, so I believe the new exams for advisers should give it greater emphasis. Taking out a mortgage is largely an investment decision, so is buying term insurance. But I fear that, like regulators, whose favourite tool is the rear-view mirror, examining bodies will place too much emphasis on the theory of investment rather than the practice.
Well we’ve had scorching weather (yes even up here in Scotland!) and now the Euros 2016 are on – you can’t blame people for wishing life was just one big holiday. With all these distractions it sometimes feels like work just gets in the way of having a good time! But sunny day skivers are […]
Last month, the BBC’s Money Box covered the story of a protection customer who had seen her quoted life and critical illness premium rise by around a third after she disclosed a historic mental health issue. The woman was taking cover as a parent of young children and had originally chosen an insurer after getting […]
The Chartered Institute for Securities and Investment has set up a helpline for participants in its financial planning mentoring scheme. The helpline, which is being supported by Schroders, will be open to mentors and mentees on the programme, which started on the first of January this year, looking for support in achieving professional financial planning […]
Collapsed wealth manager Greyfriars Asset Management sold its Sipp and SSAS administration business to Hartley Pensions for £820,000 an update on Companies House shows. Money Marketing previously discovered Hartley took on 1600 Sipps, 160 SSAS and almost £500m assets under management onto its books for an undisclosed sum, with fresh documents now revealing the value […]