Client assets at wealth manager and SIPP provider Mattioli Woods rose 42% to £15.1bn over the six months ending 30 November 2021.

Financial Planner and wealth manager Tilney Smith & Williamson has added Essex IFA FP Solutions to its Chelmsford office.

The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.

Savings and retirement provider Phoenix Wealth is to cap charges on some of its pension products from March.

Financial adviser network Tenet has promoted Steve Jones to managing director of Tenet Network Services.

Experienced Financial Planner Tamsin Caine has shared some of the secrets of building a niche Financial Planning firm in the latest Financial Planning Today magazine. 

An MP has proposed plans to lower the age for auto-enrolment from 22 to 18 and to extend the scheme to lower and part-time earners.

The parent company of wealth management and Financial Planning firm Kingswood spent over £500,000 with companies owned by its directors in 2018/19.

The two remaining staff members at Woodford Investment Management received a total of £510,250 in salaries for the year ended 31 March 2021.

Planners are reporting some client families under financial stress as borrowing soars during the pandemic.