Almost four in ten financial advisers have reported a decrease in the number of clients looking to engage their services since the start of the Coronavirus pandemic, according to a new report.
Read more ...Under 34s leading the way for seeking advice
- Thursday, 19 November 2020
- Articles
Younger people are leading the way when it comes to seeking out financial advice according to a new survey.
Read more ...Ex-IFP CEO Cann writes for men’s health book
- Thursday, 19 November 2020
- Articles
Nick Cann, the former chief executive of the Institute of Financial Planning and a stroke survivor, has contributed a chapter to a new book on men’s health and recovering from serious illness.
Read more ...Fairstone makes £5.4m in excess payments to acquired firms
- Thursday, 19 November 2020
- Articles
Chartered Financial Planner Fairstone has made £5.4m in excess payments to outperforming firms it has acquired through its downstream buy out programme.
Read more ...Ex-Quilter Chartered Planner joins Tilney Exeter
- Wednesday, 18 November 2020
- Articles
Wealth manager Tilney, which merged with former rival lSmith & Williamson in September, is on a recruitment drive with the latest addition, Chartered Financial Planner Lisa Anderson, joining the Exeter office.
Read more ...2 insurers buy MoreThan owner in £7.2bn deal
- Wednesday, 18 November 2020
- Articles
Insurer RSA has recommended acceptance of a £7.2bn cash bid for the company from Canadian insurer Intact and Danish insurer Tryg.
Read more ...Kingswood completes £3.45m Planner firm takeover
- Wednesday, 18 November 2020
- Articles
Wealth manager and Financial Planner Kingswood has completed the acquisition of Surrey Chartered Financial Planner firm Regency Investment Services.
Read more ...CPI inflation rises from 0.5% to 0.7% in October
- Wednesday, 18 November 2020
- Articles
The Consumer Prices Index (CPI) 12-month rate rose to 0.7% in October from 0.5% in September, continuing a recent rising trend.
Read more ...72% of consumers reject paying for financial advice
- Wednesday, 18 November 2020
- Articles
Nearly three-quarters (72%) of people surveyed say they would not pay for financial advice, according to new research.
Read more ...Fairstone acquires home counties Financial Planner
- Tuesday, 17 November 2020
- Articles
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has completed the acquisition of Hampshire-based Cube Financial Planning under its downstream buy out (DBO) acquisition model.
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