Only 8% of middle aged savers see an IFA regularly

A survey of 2,000 ‘Generation X’ individuals - those aged 39-54 - has revealed that 84% make key financial decisions alone or with their partner.

Read more...

Wealth manager launches £500 flat fee advice service

Bancroft Wealth, an IFA and wealth manager, has launched a £500 flat-fee advice service it claims will challenge traditional wealth managers charging a percentage fee.

Read more...

IFA and wealth manager makes new senior hire

IFA and wealth manager Vintage has appointed a new CEO to head up its wealth management arm.

Read more...

Chartered Financial Planners buy local IFA firm

Apogee Wealth Management, a Cheshire-based Chartered Financial Planner wealth firm, has bought local IFA Premier Financial Planning UK for an undisclosed sum.

Read more...