Articles
Nexus Independent Financial Advisors Limited and Nexus Investment Managers Limited have been sold for a total of £500,000 following restrictions placed on the firm’s activities by the FCA.
Bristol-based wealth manager Clifton Asset Management has acquired West Midlands Chartered Financial Planner firm GB Financial Services.
Platform and investment provider AJ Bell has warned that an estimated 1.8m more people will pay dividend tax by 2024/25.
The Chartered Insurance Institute has published a Green Finance Companion Guide that supports and extends its Code of Ethics.
Scottish Widows has launched four new funds focused on environmental and climate change issues.
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A new survey suggests that millions are deferring major life decisions such as retirement due to soaring living costs.
A new ‘low cost’ advice firm called Hundreds and Thousands has been launched by the former founder of Novia, Paul Boston, to bridge the advice gap for both advisers and consumers.
Schroders-owned adviser acquisition firm Benchmark Capital has acquired Chartered Financial Planners Kennedy Independent Financial Advice (KFA) in Derry to expand its presence in Northern Ireland.
M&G Wealth has added a Capital Gains Tax (CGT) tool to its platform enabling advisers to carry out complex calculations and test different planning scenarios for clients.