Articles
Expanding national Financial Planning and investment group One Four Nine has appointed industry veteran Chris Merry as its first chairman.
There’s been a lot of coverage lately on how older generations, particularly the better off and HNW clients, are helping out younger generations by funnelling cash to hard-pressed family members.
Financial Planning firm Ascot Lloyd is searching for a new CEO to replace Nigel Stockton who is planning to stand down after running the business for eight years.
The Bank of England kept its base rate at 5.25% today for the fourth time in a widely expected decision.
Schroders Personal Wealth (SPW), the Financial Planning arm of Schroders and Lloyds Bank, is launching its own platform to give clients a better and more streamlined service.
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Due diligence fintech DD|hub has expanded its data services to cover SIPPs.
Three hundred staff in Nationwide Building Society’s Financial Planning service have today completed their move to Aegon UK.
Expanding Financial Planner and accountancy firm Cooper Parry Wealth is to launch a new in-house platform powered by white label provider Seccl.
Wealth manager St James’s Place (SJP) will launch its first ever national TV brand advertising campaign this year to promote the benefits of financial advice.