Swindon-based Unique Financial Planning Limited and London-based Chartered Financial Planner The Penny Group have become the first two businesses to sign five-year 'Strategic Partner Firm' contracts with the Openwork network, one of the UK’s largest advisory firms. 

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Investment specialist Blackfinch Group has expanded its senior leadership team by hiring former St James’s Place executive director Caroline Hallatt as its new Chief Operating Officer (COO). 

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Wealth manager Brewin Dolphin has reported a 25.7% rise in Financial Planning income in a buoyant set of full year results out today.

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The Financial Ombudsman Service has seen a 30% increase in complaints about “authorised” payment scams in the second quarter of this financial year compared to the same period last year.

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Over half (54%) of UK adults have had their plans to retire affected by the Coronavirus pandemic, according to new research.

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UNIQ Family Wealth, a four-office Financial Planning firm based in Cardiff, is moving its staff to a four day working week to “protect” productivity and boost the mental health and wellbeing of staff.

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Wealth manager and Chartered Financial Planner Brown Shipley has appointed Kenny Cummings as a Financial Planner based in Edinburgh.

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Asset manager Premier Miton has made a bid for rival firm River & Mercantile.

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Regular Financial Planning has been linked to improved mental and physical health by a new study.

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Altus and ITM have joined forces to launch the first commercial Pensions Dashboards Integrated Service Provider (ISP).

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