Articles
FCA bites back against watchdog’s LCF criticisms
Written by Kat MitchellThe Financial Conduct Authority has bitten back against accusations made by the Complaints Commissioner criticising the FCA register's role in the London Capital & Finance’s mini-bonds debacle.
Cumbrian Planner partners with wealth manager
Written by Kat MitchellCumbria-based Financial Planning firm Financial Management Bureau (FMB) has formed a partnership with wealth manager Robert Meacock and Company.
Investors in the former Woodford Equity Income fund may have to wait until after the end of 2022 to see the wind-up of the fund completed.
Digital wealth manager Verso Wealth Management has acquired high-net-worth specialist wealth manager CDC Wealth Management for an undisclosed sum.
Financial Planners rally to help Ukrainian refugees
Written by Kat MitchellFinancial Planners from firms large and small have been fundraising and going above and beyond to help refugees who have suffered due to Russia’s brutal invasion of Ukraine.
More...
Exclusive: Perceptive Planning takes aid to Poland-Ukraine border
Written by Kat MitchellA duo from Chartered Financial Planning firm Perceptive Planning are en-route back from their trip to provide aid to refugees from Russia’s invasion of the Ukraine.
NS&I to refer £1m Premium Bond winners to Financial Planners
Written by Kat MitchellNS&I is to refer £1m Premium Bonds jackpot winners to Certified Financial Planners or Chartered Financial Planners.
David Kiddie has taken up his new role as chairman of wealth manager and SIPP provider Mattioli Woods today after regulatory delays from the FCA in providing approval.
Leading Financial Planner Nick Toubkin, a key figure at London Financial Planning firm Strabens Hall, has joined international family office Stonehage Fleming as a director as it expands its wealth planning division.