Financial Planners are continuing to diversify their business offerings with a wider range of wealth management and professional services, according to our annual Financial Planning profession reader survey.
Read more ...Financial Planner joins West Country accountants
- Tuesday, 15 November 2022
- Articles
West Country accountancy firm Albert Goodman has appointed Chartered Financial Planner Reme Holland to be a new partner at its headquarters in Taunton.
Read more ...FSCS seeks customers of 2 regulated firms
- Tuesday, 15 November 2022
- Articles
The Financial Services Compensation Scheme (FSCS) is seeking customers of two linked, regulated firms based in London, Cavendish Incorporated Ltd and Marvell Enterprises Limited.
Read more ...CISI appoints new Manchester President
- Tuesday, 15 November 2022
- Articles
Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.
Read more ...Financial Planner Fidelius moves to new HQ
- Tuesday, 15 November 2022
- Articles
Chartered Financial Planning firm Fidelius Group has moved into new headquarters at a landmark office building, No 1, Bath Quays, Bath which it says will help promote "hybrid working."
Read more ...Consumers resistant to reducing pension contributions
- Tuesday, 15 November 2022
- Articles
Despite the cost of living crisis, only a minority of consumers are prepared to reduce their pension contributions, according to a study.
Read more ...South West Financial Planner gets new MD
- Tuesday, 15 November 2022
- Articles
Wealth manager Chris Reah has been appointed managing director of south west Chartered Financial Planners Francis Clark Financial Planning.
Read more ...Business relief use in IHT planning grows
- Tuesday, 15 November 2022
- Articles
Business relief is now being used by the majority of wealth managers and financial advisers as an inheritance tax (IHT) planning tool for clients, according to new research.
Read more ...Sustainable funds popular despite greenwashing concerns
- Monday, 14 November 2022
- Articles
Nine out of 10 financial advisers and wealth managers recommend sustainable funds to clients despite widespread concerns about greenwashing, according to new research.
Read more ...Nest and Wagestream launch 'emergency savings' trial
- Monday, 14 November 2022
- Articles
Research and innovation centre Nest Insight has partnered with financial wellbeing provider Wagestream to launch a new workplace emergency savings pilot.
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