Twenty-five Financial Planners received their Level 6 Diploma in Financial Advice, or were officially presented with their Chartership in financial services, at a ceremony at London’s Guildhall last week.
Taunton-based Luke Coleman has been convicted and fined for unlawfully obtaining and disclosing personal data in breach of the Data Protection Act, following a prosecution by the FCA.
Two thirds (66%) of UK pension savers who have declined to consolidate their retirement savings have also never tried to track down pension pots they have lost track of, according to new research.
Fintech firms Iress and Moneyinfo have teamed up to integrate their technology propositions for financial advisers.
The number of complaints made to the Financial Ombudsman Service about St James’s Place Wealth Management increased 194% year-on-year to 1,426 in the first half of this year.
One in three (35%) savers over the age of 50 are facing a retirement savings shortfall of at least a decade, according to new research.
Nearly four in five Britons (38%) put off financial tasks and potentially miss out on £440,000 in returns by failing to invest, according to a new survey of more than 2,000 UK adults including HNW individuals.
The FCA has today published plans to simplify the short selling regime in the UK.
International bonds are growing in favour among advisers with the bonds popular for IHT planning, according to Canada Life UK.
Wealth manager and Financial Planner Evelyn Partners has appointed ex-professional rugby player Chris Dean to its Edinburgh Financial Planning team.