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.

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West Country accountancy firm Albert Goodman has appointed Chartered Financial Planner Reme Holland to be a new partner at its headquarters in Taunton.

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The Financial Services Compensation Scheme (FSCS) is seeking customers of two linked, regulated firms based in London, Cavendish Incorporated Ltd and Marvell Enterprises Limited.

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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.

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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."

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Despite the cost of living crisis, only a minority of consumers are prepared to reduce their pension contributions, according to a study.

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Wealth manager Chris Reah has been appointed managing director of south west Chartered Financial Planners Francis Clark Financial Planning.

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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.

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Nine out of 10 financial advisers and wealth managers recommend sustainable funds to clients despite widespread concerns about greenwashing, according to new research.

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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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