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  • SJP pre-tax profits up 8% to £353.8m in 2021

    SJP CEO Andrew Croft

  • Wealth management skills core for Financial Planners

    Financial Planners are increasingly working with wealthier clients

  • Son takes over from father as wealth firm CEO

    Dan Boardman-Weston

  • Millennials want human advice says study

    Refinitiv wealth report

  • Quilter Cheviot adds two Planners to Dublin office

    Quilter Cheviot's website

  • SJP partners get new vulnerable client tools

    Vulnerable clients needs support and fair treatment

  • JM Finn reports 125% increase in flows

    Hugo Bedford, CEO of JM Finn

  • US private equity firm acquires UK wealth manager 

  • 1,000 work experience places on offer from SJP 

    New SJP logo

  • Average UK wealth increases 59%

    The wealthiest 25% of the population now own wealth estimated at an average of £733,800

  • Brooks issues profit correction after £5m error

    Brooks Macdonald website

  • Pensions suffer as cost of living bites

    One Step Financial Planning website

  • Planners diversify to offer wider services - survey

    We asked readers which descriptor best describes their primary role

  • Nearly 6 in 10 HNW investors worried about inflation

    Charles Stanley surveyed over 200 HNW investors in October.

  • Wealth management ‘vulnerable’ to money laundering

    Wealth management is at risk of money laundering

  • St James's Place has second-best year for inflows

    Andrew Croft, chief executive, St James's Place

  • Financial Planner joins PIMFA board

    Liz Field, chief executive of PIMFA

  • Swedish wealth manager enters UK market

    Gustaf Rentzhog, group CEO of Söderberg & Partners

  • IHT is top concern of HNW clients 

    Many HNW clients are concerned about IHT and planning for later life

  • St James’s Place profits jump 41%

    Andrew Croft, chief executive of St James's Place

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