DFM Quilter Cheviot has appointed Simon Funge, former MD of Worldwide Financial Planning, as its new head of office in Manchester as it renews its growth strategy in the region.
Read more ...Quilter Cheviot appoints Planner to renew NW growth strategy
- Thursday, 29 October 2020
- Articles
Walker Crips acquires Yorkshire HNW adviser
- Thursday, 29 October 2020
- Articles
Walker Crips, the investment management firm with a Financial Planning-focused wealth management division, has acquired the assets and client book of Yorkshire-based high net worth specialist adviser firm MA Heap.
Read more ...Watchdogs intervene after surge in Rolls Royce transfers
- Wednesday, 28 October 2020
- Articles
Two watchdogs and the MAPS government money advice service have intervened after an apparent surge in pension transfer requests made on behalf of Rolls Royce workers facing redundancy.
Read more ...11,500 clients of failed wealth firm closer to refunds
- Wednesday, 28 October 2020
- Articles
Around 11,500 former clients of wealth management firm Reyker Securities have been given hope they will soon get at least some of their assets back after FSCS intervention.
Read more ...Pensions Dashboards delayed to at least 2023
- Wednesday, 28 October 2020
- Articles
Pensions Dashboards will not be available to pension savers until 2023 at the earliest, the Money and Pensions Service confirmed today in an update to its development timeline.
Read more ...DWP to ‘nudge’ pension savers towards guidance
- Wednesday, 28 October 2020
- Articles
The DWP is set to "nudge" more DC pension savers to get guidance from Pension Wise - the government consumer help service - when they near taking pension benefits.
Read more ...Bendall launches new outsourced Paraplanning firm
- Wednesday, 28 October 2020
- Articles
Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.
Read more ...Q&A with Walker Crips' managing director Dominic Martin
- Wednesday, 28 October 2020
- Articles
Dominic Martin, managing director at Walker Crips Wealth Management, shares with Financial Planning Today his growth plans for the Walker Crips’ Financial Planning arm and why Financial Planners and wealth managers are a perfect fit.
Read more ...Younger clients 'overlooked and underserved' by traditional planners
- Wednesday, 28 October 2020
- Articles
Young, ambitious and forward-thinking clients are often "overlooked and underserved" by traditional Financial Planning, believes the MD of a Financial Planning firm which targets 'next gen' clients.
Read more ...600 pass Financial Planner exams during pandemic
- Tuesday, 27 October 2020
- Articles
More than 600 financial advisers have passed their Personal Finance Society Chartered Financial Planner exams since lockdown measures were introduced to slow the spread of Coronavirus in March 2020.
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