Martin Gilbert’s AssetCo has recorded a £9.3m loss for the year ending 30 September 2022.
Read more ...Scots Planner enters default following court loss
- Thursday, 16 February 2023
- Articles
The Financial Services Compensation Scheme has declared Scottish Financial Planner Alexander Sloan (FRN: 190674) in default.
Read more ...FOS uphold rate steady at 35% as complaints rise
- Thursday, 16 February 2023
- Articles
The Financial Ombudsman Service’s uphold rate has remained steady at 35% despite a rise in new enquiries and complaints about financial products.
Read more ...Cost of living crisis to fuel mass MPAA breaches
- Thursday, 16 February 2023
- Articles
The cost of living crisis could lead to mass breaches of the money purchase annual allowance (MPAA) as more people flexibly access taxable income from their retirement pot to cover increased costs.
Read more ...Succession targeted in cyber attack
- Wednesday, 15 February 2023
- Articles
Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m – has been targeted by fraudsters with a cyber attack.
Read more ...Kingswood bolsters estate planning offer
- Wednesday, 15 February 2023
- Articles
Wealth manager and Financial Planner Kingswood has launched an AIM IHT & ISA Portfolio Service to help clients with estate planning.
Read more ...Planners say inflation pain is far from over
- Wednesday, 15 February 2023
- Articles
UK inflation eased for a third month in a row in January, with CPI falling 0.6% for the month.
Read more ...IHT is top concern of HNW clients
- Wednesday, 15 February 2023
- Articles
The biggest concern of high net worth clients is planning for Inheritance Tax, according to new research from RBC Wealth Management.
Read more ...Swedish wealth manager enters UK market
- Tuesday, 14 February 2023
- Articles
Swedish wealth manager Söderberg & Partners has revealed plans to enter the UK adviser market.
Read more ...Industry gets ready to rock for Ukraine
- Tuesday, 14 February 2023
- Articles
Leading financial providers have signed up to back 'Rock for Ukraine', a financial services gig on 23 February aiming to raise awareness and funds for UK registered charity Refugee Support Europe.
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