Afternoon Update: Financial Planning firm donates £10k to charity in referrals initiative

Financial Planning News: Financial Planning firm donates £10k to charity in referrals initiative

• 40+ professional job vacancies on Financial Planning Jobs - Find a new role or post your vacancy now •   ‍  3 of Today's Top Stories     Planner donates £10k to charity with referral initiative Becketts buys fellow East Anglian Chartered Planner Intelliflo adds agentic AI to practice management system ‍  Trending stories    ASA takes action on unregulated gold investment ads Fairstone opens new Cardiff hub in Welsh expansion move Woodford’s W4.0 rebuts FCA intervention Title NEW Vacancy on Financial Planning Today Jobs Hub: • Financial Adviser / Malta-based / Attractive Package + Vacancies with RBC Brewin Dolphin, Quilter, Brooks Macdonald, NatWest and others. ‍  • Get unlimited access to Financial Planning Today stories with a Digital Package. Cancel Anytime  • Enjoy Unlimited access to Financial Planning Today website and magazine content (digital edition) - for just £9.99 a month. Cancel Anytime. Terms apply. Save more with an annual subscription. ‍ • Looking for a career boost? • Financial Planning Today has a jobs hub for Financial Planning and Paraplanning vacancies - click here to see the latest vacancies or post your own vacancy today.  Your Subscription: Unsubscribe ‍ | Click here to view online  | Portfolio Publishing Ltd, Registered Address: Ross + Partners, Argyle House Northside – Suite 1B1, Joel Street, , Northwood, Middx, HA6 1NW, www.financialplanningtoday.co.uk

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Midday News: Intelliflo adds agentic AI / Becketts buys rival / Woodford rebuts FCA intervention

Financial Planning News: Intelliflo adds agentic AI / Becketts buys rival / Woodford rebuts FCA intervention

 Subscribe to Financial Planning Today now for uncapped access to content. Cancel any time. Terms apply.     ‍  Top Stories Today     Becketts buys fellow East Anglian Chartered Planner Woodford’s W4.0 rebuts FCA intervention Intelliflo adds agentic AI to practice management system ASA takes action on unregulated gold investment ads Fairstone opens new Cardiff hub in Welsh expansion move ‍  Trending Stories Today      Fintel to use AI to check client files Radical call to allow under-40s early State Pension access Mattioli Woods scraps Kingswood brand after merger Validpath adds £300m AUM Devon firm to its network MPS assets surge 32% to £208bn  • View 40+ jobs on Financial Planning Today Jobs Hub    Title • NEW Vacancy on Financial Planning Today Jobs Hub:  Financial Adviser / Malta-based / Attractive Package ‍  Get unlimited FP Today content in one easy package   Get unlimited access to Financial Planning Today news + Financial Planning Today Magazine (digital edition) + access to thousands of articles and features. Cancel Anytime on £9.99 monthly plan. Terms apply. Save more with an annual subscription. ‍  Looking for your next star team member? Post your   vacancy on our jobs hub today  • Financial Planning Today has a new-look professional jobs hub for the latest Financial Planning and Paraplanning vacancies. • 15% off using code: FPTSAVR ‍  Financial Planning Today on X  • For news updates and useful posts follow our editor Kevin O'Donnell on Twitter / x at: @FPT_Kevin  Your Subscription: Unsubscribe ‍ | Click here to view online  | Portfolio Publishing Ltd, Registered Address: Ross + Partners, Argyle House Northside – Suite 1B1, Joel Street, , Northwood, Middx, HA6 1NW, www.financialplanningtoday.co.uk

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