Financial Planning, investment and mortgages firm Beaufort Group has appointed Chartered Financial Planner Jade Connolly as chief operating officer.
Financial Planning and wealth management group Perspective Financial has acquired Northamptonshire-based Financial Planner Independent Life & Pensions (ILPG).
Fiona Clutterbuck is to take on the role of interim chair of savings and investment manager M&G while chairman Mike Evans takes a temporary leave of absence.
Taking financial advice considerable boosts the confidence of UK retirement savers, according to a new report.
Too many wealth advisers view risk profiling as an unnecessary box-ticking exercise and this can lead to poor client outcomes, according to behavioural financial firm Oxford Risk.
The Brexit agreement has left UK financial services firms effectively operating under a 'no-deal, hard-Brexit' scenario with continued uncertainty, consultancy firm Capco has warned.
Foster Denovo Group, parent company of national advice firm Foster Denovo, has reported increased revenues of £21.2m in its audited financial results for 2019, up 8.2% year on year.
Adviser network Sesame Bankhall Group has given expanded roles to Richard Howells and Ross Liston as part of an exec reshuffle.
IntegraFin, the parent of platform provider Transact, has bought Financial Planning software firm Time4Advice for an undisclosed sum.
The Personal Finance Society is to step up its campaign for a second Financial Advice Market Review this year to tackle a potential worsening of the ‘advice gap.’
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