Articles

Canada Life has reported doubled annuity sales compared to last year, according to its UK half year financial results.

Wealth manager and Financial Planner Evelyn Partners is planning further expansion in Bristol as it relocates its office in the city to a new energy-efficient building, the new EQ development at 111 Victoria Street.

IFA network Tenet Group is to close its wealth business and offer advisers a chance to join the bigger Openwork Partnership.

Monday, 21 August 2023 07:53

Casebook: Death of an entrepreneur

Written by

Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband. 

The recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.