Succession Holdings, which has a number of Financial Planning subsidiaries, increased the turnover at its advice business by 71% last year.
Financial Planning and investment management firm Tilney has strengthened its team in Scotland with two new hires.
A fintech firm has launched what it claims is the UK’s first “free and independent Financial Planning app for freelancers and self-employed people.”
Financial Planner and wealth manager Quilter has said the decision by the Conservative Government to extend civil partnerships to heterosexual couples was “a no-brainer.”
As part of Financial Planning Week, which kicked off yesterday, UK consumers are being offered free personal Financial Planning sessions worth up to £500 with the theme to “make dreams happen.”
Wealth management firm EQ Investors has released a new impact investment report which revealed Positive Impact Portfolios delivered “long-lasting social and environmental benefits, alongside an attractive financial return.”
PIMFA, which represents around 1,000 UK wealth managers and and financial advisers, has welcomed the FCA’s decision to further investigate industry concerns about the operation of the PRIIPs regime since its implementation in January.
The Financial Conduct Authority has today published final rules and guidance from its consultation on improving the quality of pension transfer advice.
Financial Planning and wealth management firm Quilter has announced a number of changes to its executive committee.
Advisers risk losing clients if they fail to acknowledge and factor in their environmental, social and governance (ESG) preferences, according to an asset management firm.