Gretchen Betts CFP Chartered MCSI has been appointed President of the Chartered Institute for Securities & Investment Wales branch.

The Bank of England has today kept its base rate at 0.5% after doubling the rate last month from 0.25% to 0.5% - the first increase for a decade.

Prestwood has called for the introduction of “mandatory” cashflow modelling to be used in retirement planning to tackle mis-selling.

A South Wales based Financial Planning firm set up by Chartered Financial Planner Julie Lord is to expand its business next year as the company celebrates its first birthday.