Expanding Plymouth-based Financial Planner Continuum has recruited three new advisers, including two Financial Planners.
Read more ...Progeny shifts investment focus towards ESG
- Friday, 08 October 2021
- Articles
Expanding Financial Planning firm Progeny has pledged to place ESG at the heart of its business and will aim ensure that all its investment managers undertake ESG qualifications.
Read more ...Retail investment fund inflows hit record £5.3bn
- Friday, 08 October 2021
- Articles
Retail fund sales topped £5.3bn in August, the first time retail fund sales in the month of August have exceeded £5bn, according to figures from the Investment Association.
Read more ...Wesleyan sells bank arm to Hampshire Trust Bank
- Thursday, 07 October 2021
- Articles
Specialist lender and savings provider Hampshire Trust Bank is to acquire Wesleyan Bank, the savings and ISA arm of Wesleyan Assurance Society.
Read more ...NatWest faces hefty fine for money laundering
- Thursday, 07 October 2021
- Articles
National Westminster Bank Plc has pleaded guilty to money laundering offences related to £400m transferred to a Bradford gold dealer.
Read more ...Fiducia Wealth appoints 3 following MBO
- Thursday, 07 October 2021
- Articles
Chartered Financial Planner firm Fiducia Wealth Management has appointed three new key personnel following the completion of a management buy out.
Read more ...Planners urged to go back to school - to teach
- Thursday, 07 October 2021
- Articles
Teachers want more Personal Finance Society members raising their hands to go back to school to teach school students essential money skills, according to the PFS.
Read more ...Tilney S&W in £300k boost for disadvantaged young
- Thursday, 07 October 2021
- Articles
Tilney Smith & Williamson has launched its first corporate charity partnership with Impetus, a charity aimed at helping disadvantaged younger people.
Read more ...Tavistock avoids £7m sale tax charge
- Thursday, 07 October 2021
- Articles
The sale of Tavistock Wealth to Titan Wealth has qualified for substantial shareholding exemption (SSE), saving wealth manager and Financial Planner Tavistock Investments from paying £7m in tax on the sale.
Read more ...Family wealth 'at risk' for next generation - SJP
- Thursday, 07 October 2021
- Articles
Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned.
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