Cheshire-based Financial Planner Equilibrium has hit a landmark total of £1m in donations to good causes through its charitable giving arm The Equilibrium Foundation.
Read more ...Hybrid advice providers failing to convince Planners
- Monday, 16 October 2023
- Articles

Hybrid advice providers are failing to ensure financial advisers and Planners understand exactly what hybrid advice solutions deliver and how they can be used, according to a new study.
Read more ...MKC acquires Wimbledon Chartered Planner
- Monday, 16 October 2023
- Articles

Expanding wealth manager and Financial Planner MKC Wealth has acquired Wimbledon Chartered Financial Planning firm Holborn Financial for an undisclosed sum.
Read more ...Liverpool wealth manager goes into administration
- Monday, 16 October 2023
- Articles

Liverpool wealth manager Blankstone Sington (FRN 143694) has gone into special administration following a company-requested court order under the Investment Bank Special Administration Regulations 2011.
Read more ...FCA fines Equifax £11m after 13.8m consumers' data exposed
- Friday, 13 October 2023
- Articles

The Financial Conduct Authority has fined financial data provider Equifax Ltd £11.164m for cyber-security failures which exposed the records of 13.8 consumers.
Read more ...Emma Hall wins PFS Chartered Planner of the Year Award
- Friday, 13 October 2023
- Articles

Emma Hall FPFS, a Chartered Financial Planner at Bristol-based 75point3, has won the prestigious Personal Finance Society (PFS) Chartered Financial Planner of the Year award.
Read more ...SJP shares plummet 20% as fee review launched
- Friday, 13 October 2023
- Articles

St James's Place, one of the UK’s largest wealth managers, suffered a 21% drop in its share price at one point today after announcing a review of its much-criticised fees and charges.
Read more ...Quilter adds app hub to platform
- Friday, 13 October 2023
- Articles

Financial Planner and wealth manager Quilter has added an 'App Hub' to its platform.
Read more ...27% surge in CGT collected from trusts
- Friday, 13 October 2023
- Articles

The Capital Gains Tax (CGT) collected from trusts has grown by 27% to £1bn over the past year, according to data released by HMRC this month.
Read more ...FSCS declares ISA and bond provider in default
- Thursday, 12 October 2023
- Articles

The Financial Services Compensation Scheme has declared Cavendish Incorporated Ltd (FRN: 942176) as in default, opening the door for consumer claims against the firm.
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