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Chartered Financial Planners

Regulation

CII launches consultation seeking feedback on Chartered proposition

It will run from 15 August to 24 September and address five areas

clock 16 August 2018 • 2 min read

Adviser / Broking

Adviser in the Antarctic is first Seven Families ambassador

Patrick McIntosh, the financial adviser who trekked to the South Pole after repeatedly beating cancer, has been appointed the first ambassador for Seven Families.

clock 02 July 2015 • 1 min read

Adviser / Broking

CII toughens rules for Chartered firms

The standards advice firms must meet to call themselves Chartered are set to get much tougher, as the Chartered Insurance Institute (CII) embarks on a radical overhaul of the label.

clock 13 March 2015 •

Adviser / Broking

Adviser reaches South Pole

Patrick McIntosh, a chartered financial planner and director at adviser firm KMG has reached the South Pole on his expedition to raise funds for charities.

clock 19 January 2015 •

Critical Illness

South Pole expedition to raise awareness of health and protection

Chartered financial planner Patrick McIntosh from KMG will head for the South Pole to raise awareness of health issues and the importance of protection.

clock 23 December 2014 •

Regulation

Shocked IFA discovers "mad" fraudulent clone of firm

A shocked chartered financial planner has been forced to consider a re-brand after discovering his firm's website has been fraudulently cloned.

clock 07 March 2013 •
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