Articles
Many Financial Planning firms are taking part in this week’s Financial Planning Week annual campaign to promote the benefits of Financial Planning.
The Financial Conduct Authority is planning to replace its Financial Resilience Survey with a new financial resilience regulatory return for solo-regulated firms.
Wealth manager and Financial Planner Quilter has recruited Daisy Dupree-Loxton from the Walt Disney Company to be its new head of wellbeing.
Cheshire-based Financial Planner Clarion Wealth Planning has launched a three year sponsorship deal to develop the next generation of golfing aces.
European private equity firm Nordic Capital has received regulatory approval to complete its acquisition of Financial Planning firm Ascot Lloyd from Oaktree Capital Management for an undisclosed sum.
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Wealth manager St James’s Place is launching a new Metaverse-focused podcast channel to highlight its increasing use of immersive technology.
SIPP provider Curtis Banks is waiving its fee on in-specie commercial property transfers into its Your Future SIPP for the rest of the year.
Chartered Financial Planner Kreston Reeves Financial Planning Ltd has been rebranded as Craven Street Wealth following its takeover by corporate finance firm Craven Street Capital.
Four new trainee planners have joined Lumin Wealth’s Academy programme today.