Ex-adviser wins complaint against Financial Planning firm

An ex-adviser who turned client and says he lost £30,000 due to a pension transfer delay has been successful in his complaint against Intrinsic Financial Planning.

Read more...

BSPS Report: regulator stressed value of financial advice

British Steel Pension Scheme trustees were urged to discuss “the importance of obtaining independent financial advice” with members, amid a major restructuring of the scheme, a report has revealed.

Read more...

Chartered Financial Planner firm goes up for sale

Chartered Financial Planning firm Saunderson House, which advises on £5.1bn of clients' assets, is up for sale, its owners revealed this morning.

Read more...

Top 10 Financial Planner tips on finding and retaining clients

Half a dozen leading Financial Planners have revealed their best practice on how best to find and retain clients in the latest Financial Planning Today magazine.

Read more...