Experts says FCA review highlights key role of Planners

The FCA’s thematic review - which investigated how firms were providing retirement income advice - has demonstrated the value of a good Financial Planner, according to financial professionals.

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Planners disappointed at ‘smoke and mirrors’ Budget

Financial Planners have expressed disappointment that frozen income tax and inheritance tax thresholds were not addressed in yesterday’s Budget.

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UAE firm achieves Chartered status

United Arab Emirates-headquartered wealth adviser GSB Capital has become the first international firm to achieve CISI Chartered Firm status.

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