Articles
The Financial Conduct Authority has won a court judgment against a property and mortgage company accused of, “exploiting vulnerable customers who were in financial difficulty.”
Financial Planners need to own their 'business ethic' and ensure that it reflects their values and the outcomes they personally want to see, according to Chapters Financial’s Keith Churchouse.
Business relief is now being used by the majority of wealth managers and financial advisers as an inheritance tax (IHT) planning tool for clients, according to new research.
The Financial Conduct Authority has banned Ashkan Zahedian from working in financial services following his conviction for serious violent offences which took place while he was an approved individual.
PE money 'reshaping' the advice sector FCA data shows
Written by Kat MitchellThe latest regulated advice market data from the FCA reveals how private equity money has begun to reshape the Financial Planning sector as bigger firms become more prominent.
More...
Pensions Minister Laura Trott has backed a call from three scam-fighting bodies warning pension scheme trustees and savers of a potential increased risk from scammers seeking to cash in on economic uncertainty.
A tax measure introduced in the 2021 Budget to reduce the cost of pension tax relief for the government will raise twice as much for the Treasury as originally expected, new analysis suggests.
Acquisitive Financial Planning and wealth management firm Kingswood has acquired Glasgow-based financial adviser Strategic Asset Managers Limited (SAM) for £5.1m.
Quilter’s new chair designate Glyn Barker is to step down from the board for personal reasons.