What is Financial Planning Week? Financial Planning Week is chance for people nationwide to get free financial planning sessions and advice to provide a helping hand in achieving…
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WE DID IT! We are delighted to report that the Montage team successfully navigated the Rough Runner course. None of us had ever seen or done anything like…
We all know the primary benefit of giving money to a charity is to benefit whichever worthwhile cause you have chosen. In the our globally connected world we…
On the back of our success at the Professional Adviser Awards 2019, Cherry Raynard from Professional Adviser Magazine spoke with our CEO, Peter Montague. The interview can be…
CityWire, one of the leading Financial Services publications, have been speaking with the Next Generation Advisers about the future of the industry. As part of this drive, they…
A huge congratulations to Dave Rule, who recently passed the last exam needed to complete the Advanced Diploma in Financial Planning, and is now a Chartered Financial Planner….
It isn’t often that news in our industry makes it on to prime television or front page of the newspapers, so when it does, it must be something…
A huge congratulations to both Scott Mordrick and Christopher Thompson, who this year completed their CISI Diploma In Financial Planning and have both successfully become CERTIFIED FINANCIAL PLANNER™…
We are delighted to confirm that we have achieved Accredited Financial Planning FirmTM status. To read the article from CISI confirming our status, please click here.
The Chancellor found himself presenting his second Spring Statement sandwiched between a series of crucial Brexit votes. His speech was peppered with references to the need to achieve…
