Chris Budd, the founder of the non-profit Institute for Financial Wellbeing, is to step down as chairman after three years.
Read more ...FCA warns over cloned Schroder income fund
- Friday, 14 October 2022
- Articles
The FCA has warned that scammers have cloned a popular Schroders’ fund and are trying to con investors out of their money.
Read more ...Most HNW clients to tap housing wealth for retirement
- Thursday, 13 October 2022
- Articles
More than eight out of 10 High Net Worth clients (84%) expect to use housing wealth to fund at least part of their retirement, according to a new survey.
Read more ...Leicestershire firm joins Accredited Firm ranks
- Thursday, 13 October 2022
- Articles
Leicestershire-based Financial Planner Handford Aitkenhead & Walker has become the latest business to achieve prestigious CISI Accredited Financial Planning Firm status.
Read more ...Bestinvest focuses on hybrid advice with new execs
- Thursday, 13 October 2022
- Articles
Evelyn Partners has made major executive changes at its Bestinvest arm as it moves from being a DIY investment platform to a company focused on hybrid advice.
Read more ...Former JM Finn chairman joins Church House
- Thursday, 13 October 2022
- Articles
Wealth and Investment Manager Church House Investments has appointed experienced wealth manager James Edgedale as a client director.
Read more ...68 estate agents fined £500k for money laundering
- Wednesday, 12 October 2022
- Articles
HMRC has fined 68 estate agents a total of more than £500,000 for breaching money laundering regulations.
Read more ...Punter Southall Aspire boosts Financial Planning team
- Wednesday, 12 October 2022
- Articles
Chartered Financial Planner and employee benefits firm Punter Southall Aspire has boosted its Chartered Financial Planning and employee benefits teams with two senior promotions.
Read more ...One Four Nine hits £1bn in assets with sixth takeover
- Wednesday, 12 October 2022
- Articles
Rapidly expanding adviser and fund manager One Four Nine Group has acquired Nottingham-based firm HFL Financial Advisers, boosting its clients assets to over £1bn only a year after launch.
Read more ...Old Mill adds 26 more trainees
- Wednesday, 12 October 2022
- Articles
Financial Planning and accountancy firm Old Mill has taken on 26 trainees, bringing the number of new starters at the south west firm this year to 72.
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