An IFA that was originally set up to focus solely on providing advice to music and entertainment stars has signed a deal to provide offshore pension and Financial Planning advice to expatriate pension scheme members and pensioners.
The Personal Finance Society is getting a new look.
Aegon has called for the pensions advice allowance and adviser charging to be combined.
A Chartered Financial Planner’s firm is widening the services it provides to clients by moving into insurance broking.
A boutique wealth management firm run by a Chartered Financial Planner has gone on a hiring spree with a triple appointment.
Financial Planning Today magazine recently conducted a reader’s survey, which found about 26% looking to switch platform because they felt the service failed to be adequate.
Inheritance tax receipts have surged by 22.9% in the first quarter of the tax year, HMRC figures show, prompting a Financial Planner to warn of the possible ‘catastrophic effect on family wealth’.
The Financial Adviser School will launch a standalone soft-skills-only course for qualified advisers.
Bosses working on combining the Cofunds and Aegon platforms say their ambition is to create the “most user friendly experience” in the market.
A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.
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