A duo from Chartered Financial Planning firm Perceptive Planning are en-route back from their trip to provide aid to refugees from Russia’s invasion of the Ukraine.
NS&I is to refer £1m Premium Bonds jackpot winners to Certified Financial Planners or Chartered Financial Planners.
David Kiddie has taken up his new role as chairman of wealth manager and SIPP provider Mattioli Woods today after regulatory delays from the FCA in providing approval.
Leading Financial Planner Nick Toubkin, a key figure at London Financial Planning firm Strabens Hall, has joined international family office Stonehage Fleming as a director as it expands its wealth planning division.
Net inflows increased 8% for Close Brothers Asset Management (CBAM) for the six months ending 31 January.
Investors in the former Woodford Equity Income fund may have to wait until after the end of 2022 to see the wind-up of the fund completed.
Financial Planning firms have yet to see much impact from Russia's invasion of Ukraine, but have taken steps to reassure clients, according to leading Financial Planners.
M&G has welcomed Edward Braham as its permanent chairman after a year-long search.
Only 13% of British parents have consulted a financial adviser about the best way to pass on their wealth.
Chartered Financial Planner Fairstone, one of the UK’s most acquisitive wealth managers, has hired Steve McNicol from the legal sector as its new chief development officer.
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