Uncategorised
Uncategorised | 26 Feb 25
CISI grants Fowler Financial Planning chartered firm status
At least 50% of staff must be individually chartered with the CISI
People Moves | 20 Feb 25
Evenlode Investment CFO Amanda Sullivan passes away
She joined Evenlode in 2017 after previously working as chief financial officer for Wise Investment
Uncategorised | 11 Feb 25
Alexforbes Offshore adds two senior financial planners to wealth team
They are both based in the Jersey office
Uncategorised | 6 Feb 25
Quilter adds four firms to its appointed rep network
These deal follow addition of eight other AR firms that joined Quilter’s advice network in December 2024
Uncategorised | 15 Jan 25
Donnacha Fox, CIO of Quilter Cheviot Europe, dies
He was a founding partner of the Dublin office