• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Santander builds 225 strong Financial Planning team

    Alan Mathewson, managing director at the wealth management and private banking division
  • Investment firm ditches dealing charge for fixed custody fee

    the company website
  • Pension Freedoms fuel £800m of property investment

  • Investment firm marks 25 years with new identity

    CEO, Chris Macdonald (left) and Deputy CEO, Andrew Shepherd (right) with Middlesex’s T20 captain Dawid Malan (left) and One-Day captain James Franklin (right). Brooks Macdonald has been the main sponsor since 2012.
  • Lifetime ISA plans revealed by investment firm

    True Potential website
  • Up to 200 expected to take new Financial Planning exam in year 1

    Lydia Romero, the CISI global director of learning,
  • Average man’s investment income 57% more than a woman's

    Radius's website
  • Axa Wealth's pension and investment business jumps

    Mike Kellard, chief executive officer
  • Alan Sugar’s ex-Apprentice pal warns over investment scammers

  • New service for high-net-worth clients to mitigate IHT

    Ian Mattioli
  • Extra 25 investment trusts added to FundsNetwork platform

    The FundsNetwork website
  • Financial Planning firm allies with discretionary investment manager

  • Advisers unhappy with ethical investment options

    The company's website
  • Investment expert: Don't waste worry on Trump v Clinton

    Mark Dampier, head of investment research at Hargreaves Landsdown
  • Investment firm calls for flat rate tax relief in Autumn Statement

    Chancellor Philip Hammond
  • Female adviser jailed for 8 years over £6million investment fraud

  • First machine-run investment system to ‘eliminate emotions’

    Sanlam website
  • New costs code for investment managers amid FCA asset review

    The Investment Association website
  • Santander bank to expand Financial Planning team

    Alan Mathewson, managing director at the wealth management and private banking division
  • Synaptic expands its investment risk rating service

    Synaptic MD Adam Byford

Page 3 of 7

  • Prev
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.