Wealth manager and Financial Planner Tilney Smith & Williamson has appointed NHS pension specialist Martin Jones to its Bournemouth office as a Financial Planner.
Read more ...CISI invests £2.5m in financial literacy drive
- Tuesday, 05 April 2022
- Articles
Professional body the Chartered Institute for Securities & Investment (CISI) has launched the CISI Future Foundation to improve financial literacy among young people.
Read more ...Cardiff IFA handed 9-year bankruptcy order
- Monday, 04 April 2022
- Articles
Marc Jones, an IFA from Cardiff, has undertaken nine years of bankruptcy restrictions after failing to provide services to customers.
Read more ...River & Mercantile shareholders back AssetCo takeover
- Monday, 04 April 2022
- Articles
Investment manager River & Mercantile Group’s (RMG) shareholders have voted to approve AssetCo’s takeover of the firm.
Read more ...Tilney pours cold water on NatWest bid speculation
- Monday, 04 April 2022
- Articles
Tilney Smith & Williamson has cooled speculation of an imminent bid for the company from NatWest.
Read more ...Adviser confidence drops despite rising client satisfaction
- Monday, 04 April 2022
- Articles
Only 69% of financial advisers have confidence in the future of the advice market despite rising client satisfaction levels, according to a new report.
Read more ...Pension Sharing Orders soar 17% in a year
- Monday, 04 April 2022
- Articles
The number of applications for pension sharing orders has jumped 17% in the past year from 7,500 to 8,800 as pensions become increasingly contested in UK divorces, analysis by a Financial Planning firm has revealed.
Read more ...FCA revokes permissions of convicted sex offender IFA
- Friday, 01 April 2022
- Articles
The FCA has permanently revoked the regulatory permissions of IFA Frensham Wealth Ltd following the conviction of director Jon Frensham for a child sex offence.
Read more ...Millennials want human advice says study
- Friday, 01 April 2022
- Articles
Globally 64% of Millennials (people in their mid 20s to 35) and 51% of people in the 35-54 age bracket are willing to pay more for personalised investing products and services including financial advice, according to a new report.
Read more ...Liontrust finalises £120m takeover of rival Majedie
- Friday, 01 April 2022
- Articles
Liontrust Asset Management has completed its £120m acquisition of smaller rival Majedie Asset Management.
Read more ...