Financial Planning-focused wealth manager Atomos has recruited former Fidelity executive Dawn Mealing to be its new Financial Planning business manager.
Read more ...Atomos hires new Financial Planning business manager
- Friday, 15 September 2023
- Articles
FSCS opens probe into failed Surrey adviser firm
- Friday, 15 September 2023
- Articles
The Financial Services Compensation Scheme has opened an investigation into Surrey adviser firm Independently East Ltd (FRN488046) after the firm entered compulsory liquidation earlier this week.
Read more ...SJP partners complete 50km Spanish trek for charity
- Friday, 15 September 2023
- Articles
Nearly 30 partners and employees of wealth manager St James’s Place have completed a three-day trek to raise money for charity.
Read more ...FCA uncovers poor advice in later life mortgage sector
- Thursday, 14 September 2023
- Articles
The Financial Conduct Authority has demanded improvements in the later life mortgage / equity release sector after finding evidence of poor advice and misleading promotions.
Read more ...FCA revokes permissions for Leeds advice firm
- Thursday, 14 September 2023
- Articles
The FCA has cancelled the regulatory permissions and withdrawn the authorisation of Leeds-based financial advice firm Gainsborough Financial Services (GFS).
Read more ...Skerritts acquires Kent-based Financial Planner
- Thursday, 14 September 2023
- Articles
Expanding South Coast-based wealth manager and adviser firm Skerritts Group has acquired Kent-based Financial Planning firm Ambrose Fisher.
Read more ...Artemis plans global consumer brands fund
- Thursday, 14 September 2023
- Articles
Fund manager Artemis is planning to launch a new fund focused on global consumer brands.
Read more ...Assets rise 7.5% for Brooks Macdonald
- Thursday, 14 September 2023
- Articles
Funds under management rose 7.5% year-on-year to £16.8bn (2022: £15.7bn) for wealth manager and Financial Planner Brooks Macdonald.
Read more ...FCA punishes 2 advisers over BSPS transfer advice failings
- Wednesday, 13 September 2023
- Articles
The FCA has banned financial advisers Keith Dickinson and Andrew Allen for British Steel Pension Scheme transfer advice failings and ordered them to pay £155,000 in compensation.
Read more ...ASA bans Key Retirement TV commercial
- Wednesday, 13 September 2023
- Articles
The Advertising Standards Authority has censured equity release firm Key Retirment Solutions for a TV commercial which featured a cartoon sketch of a couple receiving financial advice.
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