Articles

Talis IFA, an Ashford-based firm which looks after more than £100m in client funds, has acquired Regency IFA of Dover for an undisclosed sum following the retirement of its founder Barry Williams. 

The ban on contingent charging and the pandemic have resulted in a major slump in pension transfers, according to new research. 

Wealth manager and Financial Planner Brooks Macdonald has boosted its South West presence by opening a new office in Cheltenham and relocating its Taunton office to Exeter.

The annual CISI Paraplanner Conference will remain as a virtual event in 2022 for the third year in a row, the professional body has confirmed. 

Pension scammers have attempted to con 14% of the UK adult population, equivalent to 7.6m adults, a new study has found.