The FCA is to scrutinise the harm to consumers from advisers who levy ‘excessive fees and charges.’
Read more ...Investor to pump £5.6m into Unbiased to spur growth
- Tuesday, 21 January 2020
- Articles
Private equity firm YFM Equity Partners has backed a £5.6m investment into the financial adviser directory service Unbiased.
Read more ...Cashflow tool CashCalc to add new features in 2020
- Tuesday, 21 January 2020
- Articles
Cashflow modelling software company CashCalc has previewed five new features it plans to add this year.
Read more ...MAPS' 10 year plan to transform UK’s financial health
- Tuesday, 21 January 2020
- Articles
The government-backed Money and Pensions Service (MAPS) is to launch a 10 year plan to transform ‘national financial wellbeing’ for millions of consumers.
Read more ...Old Mill hires Chartered Planner for wealth team
- Monday, 20 January 2020
- Articles
Financial Planning firm Old Mill has recruited Chartered Financial Planner Neil Rushton FPFS to join its wealth management team.
Read more ...Takeover of Harwood Wealth moves to shareholder vote
- Monday, 20 January 2020
- Articles
Acquisitive Financial Planning-focused wealth manager Harwood Wealth has revealed more details of its own takeover by global private equity firm Carlyle.
Read more ...30 advice firms quit transfer market as PI woes worsen
- Monday, 20 January 2020
- Articles
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.
Read more ...AFH profits up 82% as Financial Planning demand grows
- Monday, 20 January 2020
- Articles
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.
Read more ...National planner Perspective recruits new chairman
- Friday, 17 January 2020
- Articles
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.
Read more ...75% of adults want face-to-face financial advice
- Friday, 17 January 2020
- Articles
Despite the rise of technology the overwhelming majority of adults (75%) would prefer face to face engagement with a financial adviser, research has found.
Read more ...