Articles
The top 10 life and financial goals of Britons have been revealed, with 97% of people saying it is important to set key goals in life.
MKC Wealth - which acquired the advice arm of the troubled Lighthouse group from Quilter last year - has acquired veteran London IFA Anthony, Bryant & Company for an undisclosed sum.
Depledge becomes 67th CISI Accredited Planning firm
Written by Kat MitchellWealth management and Financial Planning firm Depledge Strategic Wealth Management has become a CISI Accredited Financial Planning Firm.
Industry veteran John Moret has called on the Financial Conduct Authority to add a customer service 'dashboard' to its proposed Consumer Duty rules.
Chartered Planner's staff sleep rough for charity
Written by Kat MitchellA team from Chartered Financial Planning firm Unividual slept rough on the streets in Bath last week to help raise funds for a homeless charity.
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Almost half (47%) of wealthy Britons say their finances have improved due to retaining lockdown habits such as stricter budgeting and curtailing unnecessary spending.
Acquisitive Financial Planning firm Independent Wealth Planners has hired Helen Thornton for the newly created role of chief people officer.
Funds rise 60% at Brooks Macdonald discretionary arm
Written by Kat MitchellFunds under management rose 60% for Brooks Macdonald Investment Solutions (BMIS) in the six months ending 31 December.
The Financial Conduct Authority has placed a restriction on Bristol-based SIPP provider Hartley Pensions which prevents it from taking on new business.