An ex-adviser who turned client and says he lost £30,000 due to a pension transfer delay has been successful in his complaint against Intrinsic Financial Planning.
Read more ...Ex-adviser wins complaint against Financial Planning firm
- Wednesday, 07 February 2018
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Certified Financial Planner numbers hit record high
- Wednesday, 07 February 2018
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The number of Certified Financial Planners across the globe has hit record levels, reaching 175,573.
Read more ...FOS upholds complaint against Chartered planner’s firm
- Tuesday, 06 February 2018
- Articles

The Financial Ombudsman Service has upheld a complaint against a firm run by a Chartered Financial Planner about ‘unsuitable’ SIPP advice.
Read more ...61,000 new clients sign up with Hargreaves Lansdown
- Tuesday, 06 February 2018
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Hargreaves Lansdown gained 61,000 net new clients during the second half of last year.
Read more ...Wealth manager snaps up Google startup founder
- Tuesday, 06 February 2018
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Sanlam UK has snapped up David Mason, founder of two fintech start-ups based in the Google TechHub campus.
Read more ...FCA CEO: Why EU will strike deal with us
- Tuesday, 06 February 2018
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The FCA’s chief executive Andrew Bailey has told City leaders why he believes the EU will strike a financial services deal with the UK.
Read more ...Mattioli Woods reports revenue up 16.9%
- Tuesday, 06 February 2018
- Articles

Wealth manager and SIPP provider Mattioli Woods has reported revenue up 16.9% to £28.4m (H1.2017: £24.3m) in the six months ended 30 November 2017.
Read more ...BSPS Report: regulator stressed value of financial advice
- Tuesday, 06 February 2018
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British Steel Pension Scheme trustees were urged to discuss “the importance of obtaining independent financial advice” with members, amid a major restructuring of the scheme, a report has revealed.
Read more ...Pension confusion spurs rush to property
- Monday, 05 February 2018
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Misunderstanding over pension benefits is spurring a rush to property, an ex-Pensions Minister has suggested.
Read more ...Biggest equity fund flop culprits revealed
- Monday, 05 February 2018
- Articles

The biggest equity fund flops of the past six months have been revealed, with Aberdeen topping the league of shame.
Read more ...