Wealth management company Brewin Dolphin has appointed a new investment manager to its Jersey team.
Financial Planning, wealth management and accountancy firm MHA Carpenter Box recently presented the Borough of Worthing with a specially commissioned Royal Sussex Regiment flag to help to commemorate the centenary of the end of the First World War and the Battle of Boar’s Head.
Mattioli Woods is to cease providing pension transfer advice to individuals with safeguarded benefits and is now undertaking a full review.
A Chartered Financial Planner’s employees joined with hundreds of others to help raise over £1m to fight cancer by taking part in a gruelling cycle ride.
Financial Planner and wealth manager Tilney is helping charities with investment advice.
A married couple who were directors of an IFA company have been disqualified for taking assets from an insolvent company.
Wealth manager Brewin Dolphin has boosted funds and profits, according to its half year figures.
Wealth management firm Sanlam has been ordered to pay compensation by the Financial Ombudsman Service for giving “unsuitable” advice.
MHA Carpenter Box Wealth Management has made head of wealth management Roy Thompson DipPFS a partner.
Arbuthnot Banking Group, which includes the Arbuthnot Latham private banking and wealth management business, today announced an increase in underlying profit of 91%.
Page 20 of 31