More than a third of people aged 60 to 78 have no plans for their tax-free cash, meaning they are risking a knee-jerk reaction to Budget rumours they could regret.

Troubled wealth manager and Financial Planner WH Ireland has appointed Lumin Wealth Management joint managing director John Cusins as a non-executive director with immediate effect.

Over the past few years we’ve seen an enormous wave of M&A activity in the Financial Planning and Wealth Management sectors. It’s been largely unchecked - until now.

This week we’ve published our latest issue of Financial Planning Today magazine and it includes a unique and fascinating review of a new generation of YouTubing Financial Planners bringing Financial Planning to the masses.

Chancellor Rachel Reeves MP has launched a new FCA-PRA business ‘Scale Up’ unit based in Leeds which she believes will potentially “supercharge” the growth of regulated firms.

In just over four weeks Chancellor Rachel Reeves will set out her Budget plans and how she will tackle rising public spending and raise more revenue.

There has been rapid growth in the UK 'very old' population with a rise of nearly 54% in UK residents aged 90 and over since 2004.

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.