Nearly eight out of 10 clients (79%) of a leading Chartered Financial Planner firm say that taking advice from a Chartered Planner is “essential” to their financial decision-making.

Seven financial providers have paid £12m in compensation to nearly 60,000 customers after the FCA intervened over the treatment of hard-pressed borrowers.

Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m. 

Leeds-based The Private Office has scooped the Personal Finance Society’s Chartered Financial Planning Firm of the Year.

People dipping into their pensions for the first time are triggering complex tax rules, according to analysis by retirement specialist Just Group.

Rapidly-expanding adviser and fund manager One Four Nine Group has bolstered its senior team with three senior appointments, including appointing a Chartered Financial Planner as chief operating officer.

The Financial Conduct Authority is prosecuting five people for involvement in an alleged £1.2m ‘binary options’ investment fraud between 2016 and 2020 and an attempted cover up in 2022.

Standard Life, part of the Phoenix Group, has appointed Dean Butler to a newly-created role of managing director of retail direct.

Just 1% of financial advisers and wealth managers “completely trust” the sustainability claims made by funds, according to a new report.

More than 3 in 4 consumers have no idea what pension acronyms such as SIPP or ESG mean, according to a new study.