A Chartered Financial Planner who specialises in female divorcee clients has launched a new service for women who have at least £3 million.
Departing Sesame Bankhall MD Stephen Gazard is joining Intrinsic, it has been revealed this afternoon.
Abraham Okusanya has launched a new app for Financial Planners which allows them to calculate sustainable withdrawal rates from a retirement portfolio.
A trio of Chartered bodies have teamed up in order to improve the levels of consumer trust in the professions they represent.
Law firm Moore Blatch is warning that hundreds of thousands of people may need to review their wills to potentially benefit from the new £1 million inheritance tax allowance for the family home from April this year.
The PFS's parent body the CII, the CISI and the Chartered Banker Institute - which together represent 200,000 members - have forged a new alliance to boost "professionalism and trust in financial services", the bodies announced today.
Adviser network Caerus Capital Group is to be sold to Old Mutual Wealth.
The Financial Ombudsman Service has revealed the most complained about firms in the pensions and investments sector.
The top 20 firms with the highest proportion of FOS complaints resolved in favour of the consumer in the life, pensions and decumulation category have been named.
Stephen Gazard is leaving Sesame Bankhall Group, it was announced this morning.
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