The FCA is to scrutinise the harm to consumers from advisers who levy ‘excessive fees and charges.’

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Private equity firm YFM Equity Partners has backed a £5.6m investment into the financial adviser directory service Unbiased.

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Cashflow modelling software company CashCalc has previewed five new features it plans to add this year.

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The government-backed Money and Pensions Service (MAPS) is to launch a 10 year plan to transform ‘national financial wellbeing’ for millions of consumers.

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Financial Planning firm Old Mill has recruited Chartered Financial Planner Neil Rushton FPFS to join its wealth management team.

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Acquisitive Financial Planning-focused wealth manager Harwood Wealth has revealed more details of its own takeover by global private equity firm Carlyle.

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More than 30 financial advice firms have dropped pension transfer advice in three months due to problems in securing professional indemnity insurance, the Personal Finance Society says.

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AFH, the Financial Planning and wealth management group led by a Chartered Financial Planner, has reported post tax profits up 82% to £10.8m for the year ended in October 2019.

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Perspective Financial Group, a national Financial Planning firm and wealth manager, has appointed a new chairman following an injection of private equity funding into the company.

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Despite the rise of technology the overwhelming majority of adults (75%) would prefer face to face engagement with a financial adviser, research has found.  

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