Financial Planning and investment management group Tilney has made a new senior appointment to its Business Development team.
Arbuthnot Latham, wealth management and Financial Planning arm of the Arbuthnot Banking Group, has appointed a new head of its regional offices.
Investors should not let uncertainty distract them ahead of tax year end according to wealth manager and Financial Planner Saunderson House, which unveiled its top 6 tax efficiency tips.
The Financial Conduct Authority has called on the investment sector and wealth managers to improve the way they disclose costs and charges to clients following a review of the sector which found shortcomings.
National Financial Planning and wealth management group Perspective Financial has today announced the acquisition of North West-based IFA practice, Investment Principles Ltd.
Preston-based Ludlow Wealth Management Group is growing its presence in Edinburgh with a new hire.
The FCA has issued a warning over a “scam” wealth management firm, which it says, is operating without authorisation.
A Yorkshire-based wealth management firm Leodis Wealth has appointed a new chief executive and promoted a new member to its board of directors.
Wealth management firm Perspective Financial Group has today revealed the acquisition of Newcastle-based IFA practice, Galloway Whitfield (Life & Pensions) Ltd.
Cyprus based finance professionals are being offered the chance to study for the CISI’s Chartered Wealth Manager qualification.
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