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I started my career in financial advice some 35 years ago and have been running our firm with my wife Joanna for the last 20 years as a family business. We still advise clients that we first met three decades ago.
Retail funds have seen a third consecutive month of outflows, according to the latest data from the Investment Association, the fund managers' trade body.
Maven Wealth has appointed experienced Financial Planner Gareth Tregidon as CEO and rebranded to Nugenis Financial Planning.
The Bank of England has today increased its base rate by 25 basis points from 0.75% to 1%.
Investors lose £25m to 'screen sharing' scammers
Written by Kat MitchellInvestors have lost £25m to screen sharing scams as cases rise 86% year on year, according to the Financial Conduct Authority.
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Wealth manager Charles Stanley has launched a hybrid advice service to help address the UK’s advice gap.
A fifth (19%) of financial advisers admit they have not heard of the FCA’s new Consumer Duty and have not considered changes they may need to make.
The Personal Finance Society has called for 'cultural change' and new career pathways in the profession to boost the number of female Financial Planners.
Acquisitive Financial Planning firm Fairstone has acquired £135m AUM Cumbria-based Chartered Financial Planning firm Financial Concepts for an undisclosed sum.