Articles
More than eight out of 10 High Net Worth clients (84%) expect to use housing wealth to fund at least part of their retirement, according to a new survey.
Leicestershire-based Financial Planner Handford Aitkenhead & Walker has become the latest business to achieve prestigious CISI Accredited Financial Planning Firm status.
Evelyn Partners has made major executive changes at its Bestinvest arm as it moves from being a DIY investment platform to a company focused on hybrid advice.
HMRC has fined 68 estate agents a total of more than £500,000 for breaching money laundering regulations.
Chartered Financial Planner and employee benefits firm Punter Southall Aspire has boosted its Chartered Financial Planning and employee benefits teams with two senior promotions.
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Rapidly expanding adviser and fund manager One Four Nine Group has acquired Nottingham-based firm HFL Financial Advisers, boosting its clients assets to over £1bn only a year after launch.
Wealth and Investment Manager Church House Investments has appointed experienced wealth manager James Edgedale as a client director.
Financial Planners are cutting back on their use of investment platforms because of the cost-of-living crisis.
Financial Planning and accountancy firm Old Mill has taken on 26 trainees, bringing the number of new starters at the south west firm this year to 72.