Articles
Financial Planner appeals for charity fundraising partnerships
Written by JamesDerbyshire-based independent Financial Planner, Belmayne, has appealed for small local charities to get in touch if they would like to benefit from the firm’s fundraising next year.
I’ve always believed that when it comes to investing you should get what you pay for. If you buy an actively-managed fund you expect a smart human (and his or her friends) to be taking some wise decisions with your money. The personal touch, if you like.
Planner attacks Labour manifesto over self-employed 'impact'
Written by JamesFinancial Planning firm Quilter has hit out at the Labour Party following the launch of its manifesto, claiming the party’s tax plans would hit self-employed workers.
Wealth manager St James's Place has appointed experienced industry professional and campaigner Dame Helena Morrissey to its board as a non-executive director from 1 January 2020.
Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online platform cost comparison tool.
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The Financial Services Compensation Scheme (FSCS) has declared 35 failed regulated firms in default.
Labour’s Election Manifesto, unveiled today, promises a maximum State Pension Age of 66 and opens the door to some workers in ‘arduous’ jobs retiring earlier.
The Financial Services Compensation Scheme (FSCS) has received 733 claims against Berkeley Burke Sipp Administration Limited (BBSAL).
Financial Planning firm recruits 3 new Paraplanners
Written by JamesFinancial Planning firm Pareto has expanded its team with the appointment of three new Paraplanners.