Harwood Wealth Management, a Financial Planner and wealth manager, has reshuffled its senior executives in a move which will see a new sole CEO role and a new managing director of Financial Planning.

A leading Financial Planner has revealed her top tips for keeping clients happy in the long-term.

The Financial Services Compensation Scheme has listed 11 failed advice firms it declared in default in March in a move which will mean some British Steel Pension Transfer clients being compensated.

Magenta Financial Planning in Bridgend, South Wales, has been awarded Exemplar Employer ‘Leading’ status by gender equality charity Chwarae Teg for its efforts to improve its workplace culture and practices.

MHA Carpenter Box Wealth Management has made head of wealth management Roy Thompson DipPFS a partner.

New research from wealth manager Tilney shows the different priorities Britons have when it comes to their finances across the different age groups. 

Defaqto has launched a new guide to reviewing workplace pensions.

Zurich has revealed a significant increase in claims paid to protection customers in 2017.

Coutts has launched a new social media platform called Coutts Connect to enable its network of clients to "meet, introduce and interact" with each other online in a safe and secure environment.

A Lancashire Financial Planner has increased her clients to over 950 after a period of “outstanding growth.”