Articles
3 in 4 Planners report client numbers growing
Written by Kat MitchellThree in four Financial Planners are serving more clients than they were three years ago.
Two failed advice firms have been declared in default by the FSCS, opening the door to compensation claims.
There is no getting away from the fact that 2023 will be a very busy year for Financial Planners and that, despite the grim economic backdrop, there are some positive signs.
The Financial Ombudsman Service plans to freeze its fees for 2023/24 at this year’s level due to the economic pressures facing firms.
Wealth manager and Financial Planner WH Ireland made a pre-tax loss of £380,000 over the past half year as revenue slumped due to market turmoil.
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Unbiased, the adviser directory, is to launch additional products and services and to look at international expansion after receiving £5m in new investment from YFM Equity Partners (YFM).
Today’s Scottish Budget saw middle and higher earners hit with an additional tax bill from next year.
The Association of Member-Directed Pension Schemes (AMPS), the industry body for SIPP and SSAS providers, has selected Andrew Phipps, senior propositions manager at Embark Group, as its new chairman.
The Bank of England today increased its base rate by 50 basis points from 3% to 3.5% in a move widely expected by experts.