Openwork wealth proposition director joins from SJP

Adviser network Openwork has recruited St James’s Place exec Anna Davies to be its new wealth proposition director.

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Family wealth 'at risk' for next generation - SJP

Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned. 

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Financial Planning firm's profits fall after £6.9m FSCS levy

A Financial Planning firm's profits have fallen after taking a hit from a £6.9 million levy from the Financial Services Compensation Scheme.

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