The FCA has banned IFA Jon Frensham of Frensham Wealth Limited from performing any regulated activity after finding him ‘not a fit and proper person.’

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Chartered Financial Planning-focused wealth manager Fairstone has acquired Glasgow-based financial adviser Chartermarque.

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MPs on the influential Works and Pensions Committee have said global tech firms such as Google and social media providers should be held to account for hosting “immoral” pension scam adverts.

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The latest edition of Financial Planning Today Magazine is out now and features an exclusive report on how Financial Planners are coping with the storm of platform M&A. 

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Nearly half (48%) of all financial advisers report an increase in client numbers in the last year, according to Intelliflo’s Advisory Business Impact Poll 2021.

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The High Court has ordered 24HR Trading Academy Limited to pay restitution of £530,000 to ex-clients.

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The confidence of financial services professionals in the UK’s economic prospects has risen in the past six months, according to the latest survey by the Chartered Institute for Securities & Investment.

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Two in three UK adults aged 45-65 view the government as doing “terribly” in its attempts to make using Pension Wise the norm for pension guidance, according to new research.

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Friday, 26 March 2021
Articles

Wealth manager and Financial Planner Tilney Smith & Williamson has promoted chief technology officer Mayank Prakash to be its new chief operations officer.

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The compensation Quilter paid to its senior management in 2020 fell 37% as adjusted pre-tax profits for the group fell from £182m in 2019 to £168m.

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