Planner boosts clients to more than 950 in record 18 months

A Lancashire Financial Planner has increased her clients to over 950 after a period of “outstanding growth.”

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AJ Bell appoints new sales director to work on SIPPs

Major platform provider AJ Bell has appointed a new sales director who will work mainly on SIPP products.

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Schroders, Investec, BlackRock meet Treasury over Brexit

Bosses of Schroders, Investec and BlackRock were among wealth management firms that met with the Government over Brexit negotiations with the EU.

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IFA firm takeovers and mergers to rise, advisers say

The number of IFA firm takeovers and mergers will increase in the next two years, advisers say.

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