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Dunstan Thomas founder takes senior role in Curtis Banks
Written by Kat MitchellDunstan Thomas founder and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group.
The CEO of Barclays UK, Matt Hammerstein, has become the new chairman of the Money and Pensions Service’s Advisory Group, taking over from Vim Maru, who steps down after two years in the role.
Over a quarter of younger people (28%) aged under-35 have three or more pensions, according to research by Hargreaves Lansdown which warns that some could lose track of their retirement goals.
Financial Planner and wealth manager Evelyn Partners, formerly Tilney and Smith & Williamson, has recruited Nick Reeves from Deutsche Bank to boost its international Financial Planning team based in London.
M&G Wealth is to add its PruFund Planet range of ESG-focused multi-asset funds as an advised investment choice on its own M&G Wealth Platform (formerly Ascentric) for the first time.
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The Chancellor has inadvertently gifted Financial Planners an almost unending stream of frazzled new clients by freezing the tax thresholds, if the latest HMRC data and some fresh predictions on the number of higher rate taxpayers are anything to go by.
Nearly half of consumers would turn to regulated financial advisers when seeking financial advice, according to a new wealth report.
The number of higher rate taxpayers has soared by nearly 2m to 6.14m since the last election and could soar by a further 3m by 2025, according to a former Pensions Minister.
National adviser firm Continuum has recruited Chartered Financial Planner Simon Hewitt to help spur its growth plans.