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  • 51-year-old Welsh adviser firm goes into administration

    Cambrian Associates Ltd (FRN 158976), an adviser firm based in North Wales, has gone into administration 51 years after being set up.

  • Welsh SJP partner firm gains Chartered Firm status

    Welsh Financial Planning firm Nine Wealth Management has gained the Chartered Institute for Securities and Investment’s Chartered Firm status.

  • Londoners among least likely to take retirement advice

    Londoners are among the least likely people in the UK to seek retirement planning financial advice with just 9% stating that financial advisers have been their main source of retirement advice compared to 18% in Scotland.

  • Global Financial Planning leaders head to Wales for FPSB Council Meeting

    Celtic Manor Resort, South Wales
  • IFP's Nick Cann plans 100 mile cycle ride for charity

    IFP's Nick Cann
  • FCA fines broker £159,000 for failures on telephone sales

    FCA HQ
  • AFH acquires client portfolio of failed wealth firm

    AFH website
  • More than 6.9m parents give kids inheritance early

    Direct Line Life
  • Improvement in life expectancy slowing quickly - ONS

    ONS logo
  • Planner uses 3D printer to make PPE for carers

    Robert Lewis of Celtic Financial Planning (image courtesy of CFP)
  • 700 schools to get Martin Lewis financial textbook

    Money Saving Expert Martin Lewis
  • Fairstone acquires South Wales Financial Planner

    (L to R) – UskVale Financial Planning principal Paul Pelopida and Fairstone chief commercial officer Scott Hopkinson
  • North Wales Planner buys firm’s IFA arm

    Rob Lewis of Celtic Financial Planning
  • Welsh IFA barred by FCA for compensation failures

    FCA logo
  • Tilney returns to Cardiff as it recommits to Wales

    Tilney Smith & Williamson's website
  • Wales Financial Planner to open third office

    L-R: Jamie Hughes and Rob Lewis
  • 4 family members jailed for mortgage and investment fraud

    CPS website
  • PFS National Conference moves to Wales

    PFS conference website
  • Fairstone adds £380m AUM with 2 acquisitions

    Lee Hartley, Fairstone CEO
  • FCA bans 2 'incompetent' Wales BSPS advisers

    British Steel works

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