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.’
Read more ...Fairstone finalises takeover of Glasgow adviser firm
- Monday, 29 March 2021
- Articles
Chartered Financial Planning-focused wealth manager Fairstone has acquired Glasgow-based financial adviser Chartermarque.
Read more ...MPs urge crackdown on ‘immoral’ pension scam adverts
- Monday, 29 March 2021
- Articles
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.
Read more ...New issue of Financial Planning Today Magazine
- Friday, 26 March 2021
- Articles
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.
Read more ...48% of advisers report surprise increase in clients
- Friday, 26 March 2021
- Articles
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.
Read more ...WhatsApp 'Academy’ told to pay £530k in compensation
- Friday, 26 March 2021
- Articles
The High Court has ordered 24HR Trading Academy Limited to pay restitution of £530,000 to ex-clients.
Read more ...Confidence rises for financial services professionals
- Friday, 26 March 2021
- Articles
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.
Read more ...Pension Wise failing 'terribly' to become guidance norm
- Friday, 26 March 2021
- Articles
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.
Read more ...Tilney S&W names new COO
- 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.
Read more ...Senior management compensation drops 37% at Quilter
- Thursday, 25 March 2021
- Articles
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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