Rhiannon Gogh of Bristol-based PlanIt Future Financial Limited has been named by wealth manager St James's Place as its Chartered Planner of the Year 2023.
Read more ...Life expectancy falls due to Covid impact
- Friday, 26 January 2024
- Articles

Life expectancy in local areas of England, Northern Ireland and Wales fell between 2020 and 2022 compared to 2001 to 2003, according to the latest ONS data out today.
Read more ...Financial Planner Atomos shakes up leadership team
- Friday, 26 January 2024
- Articles

Financial planning-led wealth manager Atomos has shaken up its leadership time with four senior appointments.
Read more ...Chartered Planner buys Punter Southall FP arm
- Friday, 26 January 2024
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Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.
Read more ...VCT investor numbers jump 32%
- Friday, 26 January 2024
- Articles

The number of investors claiming tax relief on a Venture Capital Trust (VCT) investment in 2021/22 rose by 32% (year-on-year) to 25,800, a new report says.
Read more ...New chair for JM Finn as Sussman retires
- Friday, 26 January 2024
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Steven Sussman has retired from his position of chairman at wealth manager JM Finn following a 26-year career at the firm.
Read more ...Quilter Cheviot appoints new CIO from UBS
- Thursday, 25 January 2024
- Articles

Discretionary wealth manager Quilter Cheviot has appointed Caroline Simmons as its new chief investment officer.
Read more ...Continuum adviser numbers up 15%
- Thursday, 25 January 2024
- Articles

National IFA Continuum has increased its number of advisers by 15% to 70 over the past year, according to figures released by the company this week.
Read more ...Medical advances helping drive demand for retirement advice
- Thursday, 25 January 2024
- Articles

An ageing population and medical advances are fuelling demand for retirement advice, according to a new report.
Read more ...Stockport-based adviser fails over pensions claim
- Thursday, 25 January 2024
- Articles

Stockport-based adviser Smith Holdings Ltd, trading as Life Time Independent, has been declared in default by the Financial Services Compensation Scheme (FSCS).
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