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.
Read more ...2 Planner firms first to sign as Openwork 'major partners'
- Wednesday, 24 November 2021
- Articles
SJP exec joins Blackfinch Group as COO
- Wednesday, 24 November 2021
- Articles
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).
Read more ...Brewin Financial Planning income up nearly 26%
- Wednesday, 24 November 2021
- Articles
Wealth manager Brewin Dolphin has reported a 25.7% rise in Financial Planning income in a buoyant set of full year results out today.
Read more ...FOS sees 30% increase in money transfer scams
- Wednesday, 24 November 2021
- Articles
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.
Read more ...Pandemic impacts over half retirement plans
- Wednesday, 24 November 2021
- Articles
Over half (54%) of UK adults have had their plans to retire affected by the Coronavirus pandemic, according to new research.
Read more ...Financial Planner moves to 4 day week
- Tuesday, 23 November 2021
- Articles
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.
Read more ...Brown Shipley adds Edinburgh Financial Planner
- Tuesday, 23 November 2021
- Articles
Wealth manager and Chartered Financial Planner Brown Shipley has appointed Kenny Cummings as a Financial Planner based in Edinburgh.
Read more ...Premier Milton and AssetCo bid for River & Mercantile
- Tuesday, 23 November 2021
- Articles
Asset manager Premier Miton has made a bid for rival firm River & Mercantile.
Read more ...Regular Financial Planning linked to improved health
- Tuesday, 23 November 2021
- Articles
Regular Financial Planning has been linked to improved mental and physical health by a new study.
Read more ...2 tech firms launch first Pensions Dashboards ISP
- Tuesday, 23 November 2021
- Articles
Altus and ITM have joined forces to launch the first commercial Pensions Dashboards Integrated Service Provider (ISP).
Read more ...