Former Milton Keynes financial adviser firm Mike Norris Financial Services (FRN 542126) has been declared as failed by the Financial Services Compensation Scheme.
Read more ...Milton Keynes adviser firm fails with pension claims
- Monday, 25 September 2023
- Articles

Aviva snaps up AIG UK for £460m
- Monday, 25 September 2023
- Articles

Insurer Aviva is buying the UK protection arm of American International Group (AIG) for £460m.
Read more ...Rocha Lima heads new Planning firm making first acquisition
- Monday, 25 September 2023
- Articles

Leading Financial Planner Amyr Rocha Lima and fellow planner Ian Cooke have launched a new Financial Planning practice in Surrey and announced the acquisition of another Financial Planning firm.
Read more ...PFS adds ESG short course for advisers
- Monday, 25 September 2023
- Articles

The Personal Finance Society and Chartered Insurance Institute have launched a new Environmental Social Governance (ESG) short course for Financial Planners and advisers.
Read more ...Solicitor jailed for £2m lottery scam theft
- Monday, 25 September 2023
- Articles

Former solicitor Hugh Lansdell, 74, has been jailed for four years for committing fraud by stealing almost £2million from clients' trusts and accounts.
Read more ...Pensions Dashboard partnership to ultimately reach 12m
- Monday, 25 September 2023
- Articles

Pensions provider Standard Life has teamed up with fintech Moneyhub to develop a commercial Pensions Dashboard.
Read more ...Fairstone sprints into new UK HQ
- Friday, 22 September 2023
- Articles

National Financial Planning firm Fairstone has this week moved into a new flagship office HQ, formerly used as the head office of sportswear firm Nike.
Read more ...Editor’s Comment: What clients really want
- Friday, 22 September 2023
- Articles

It turns out, according to a new study, that Financial Planners are very much on the right lines when it comes to delivering a personal service that wealthier clients actually want.
Read more ...Editor’s Comment: Riders on the storm
- Friday, 22 September 2023
- Articles

I meet and talk to online many Financial Planners during the course of a typical month. I’m always impressed by their enthusiasm and enjoyment for what they do and also their long-term confidence that they are in the right profession at the right time.
Read more ...Editor’s Comment: Planners’ ‘secret sauce’ is revealed
- Friday, 22 September 2023
- Articles

Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.
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