Dominic McLoughney of Becketts FS has triumphed in the Personal Finance Society’s Annual Awards for 2025/26 - winning the body’s flagship Chartered Financial Planner of the Year Award.
Financial services firms received 1.85m complaints in the first half of 2025, a 4% increase from the first six month of 2024 when there were 1.78m complaints, according to new data from the FCA.
Financial Planner and consolidator AFH Wealth Management has acquired St Albans Financial Planning firm Avidity Wealth Management Limited for an undisclosed amount.
Wealth manager and Financial Planner Evelyn Partners has made two senior Financial Planning appointments to bolster its London team.
Investment platform and SIPP provider AJ Bell has reported 6% growth in advised customer numbers (year on year) to 182,000 for the three months ended 30 September.
The FCA has fined former adviser Neil Sedgwick Dwane £100,281 for insider dealing and banned him from working for UK financial services.
Wealth manager St James’s Place has reported that funds under management have topped £200bn in assets for the first time, climbing 12% in the year to date to reach £212.39bn.
Four in five advised clients (81%) are anxious around potential changes in the upcoming Budget, according to a new report.
The advice arm of asset manager Aberdeen has reported £0.5bn in outflows for the quarter ended 30 September.
The Personal Financial Society, and sister professional body the Chartered Insurance Institute, honoured 350 new graduates at an awards ceremony in London.