People Moves
Best Practice Adviser Awards | 6 Jan 25
Hoxton Wealth adds financial planner to UK team
He said he wants to position lifestyle planning more into his style of advice
Best Practice Adviser Awards | 6 Jan 25
Steven McBurnie named chair of CISI Paraplanner Interest Group
He takes over from Dan Atkinson who steps down as PPIG chair after five years
Best Practice Adviser Awards | 3 Jan 25
Saffery Trust unveils raft of key promotions in Guernsey, Geneva
These include the advancement of two NextGen leaders
CISI names new Ireland country head
He joins the CISI from Dublin-based StoneX Group
People Moves | 17 Dec 24
Evelyn Partners adds to London financial planning team
Mimi Corden-Lloyd previously worked at Coutts private bank