Articles
Acquisitive Financial Planning-focused wealth manager Harwood Wealth has revealed more details of its own takeover by global private equity firm Carlyle.
More than 30 financial advice firms have dropped pension transfer advice in three months due to problems in securing professional indemnity insurance, the Personal Finance Society says.
AFH, the Financial Planning and wealth management group led by a Chartered Financial Planner, has reported post tax profits up 82% to £10.8m for the year ended in October 2019.
I remember a few years back when I worked at another media business that we had a presentation from a senior bod about the exciting technological future awaiting the company.
Perspective Financial Group, a national Financial Planning firm and wealth manager, has appointed a new chairman following an injection of private equity funding into the company.
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Despite the rise of technology the overwhelming majority of adults (75%) would prefer face to face engagement with a financial adviser, research has found.
As the Self Assessment tax deadline looms on 31 January, HMRC has issued the top 10 excuses and questionable expense claims taxpayers have tried to use for failing to meet the deadline.
Wealth manager trade body PIMFA has branded the FSCS’s budgeted levy for 2020/21 of £635m as “totally unsustainable” and says the levy must be reformed.
Midnight on 31 December 2019 saw me enter my sixth decade of working in the pensions industry.