Acquisitive IFA and Financial Planning group Tavistock has secured £650,000 in new investment from industry veteran Hugh Simon, owner of the Hong Kong and London-based boutique Hamon.
Read more ...Tax advice review will cover financial advisers
- Thursday, 19 March 2020
- Articles
The Government is to include financial advisers in its sweeping review of the tax advice market.
Read more ...Prestwood staff ‘keep calm and carry on’
- Wednesday, 18 March 2020
- Articles
Software firm Prestwood, which provides the Truth cashflow modelling system used by many planners, says its office will continue to be staffed so that users can call its helpdesk.
Read more ...PFS axes all Q2 events to protect staff and members
- Wednesday, 18 March 2020
- Articles
The Personal Finance Society has instigated extensive plans to support its 40,000 members during the Coronavirus lockdown.
Read more ...Govt delays IR35 tax changes to 2021
- Wednesday, 18 March 2020
- Articles
The Government has delayed the IR35 tax changes for the self employed until April 2021 but remains committed to introducing them.
Read more ...Profits up at Curtis Banks but uncertainty ahead
- Wednesday, 18 March 2020
- Articles
SIPP provider Curtis Banks has reported pre tax profit up by 8% to £10.9m for 2019.
Read more ...Four property funds suspended by managers
- Wednesday, 18 March 2020
- Articles
Three property funds have been suspended from dealing due to ‘turbulent’ market conditions and another remains suspended from last year.
Read more ...PFS and CII cancel multiple events and exams
- Tuesday, 17 March 2020
- Articles
The Personal Finance Society has cancelled events and the Chartered Insurance Institute has postponed April written exam sittings in response to the Covid-19 outbreak.
Read more ...Sanlam Wealth opens new office in Kent
- Tuesday, 17 March 2020
- Articles
O&M MD Miller to retire after firm's sale to Iress
- Tuesday, 17 March 2020
- Articles
Financial technology firm Iress has acquired O&M Systems, paving the way for O&M MD Graham Miller to retire.
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