A school in Bolton has become one of the first accredited Centres of Excellence for Financial Education thanks to funding from a partnership between wealth manager St James’s Place and Young Enterprise.
Read more ...SJP helps Bolton school achieve financial education accreditation
- Thursday, 14 December 2023
- Articles
BSPS adviser BlueSky Wealth Management fails
- Thursday, 14 December 2023
- Articles
Birmingham-based BlueSky Wealth Management Ltd (FRN: 446963) has failed, opening the door to claims against the firm through the Financial Services Compensation Scheme (FSCS).
Read more ...Transact axes some fees as funds hit record level
- Thursday, 14 December 2023
- Articles
Platform Transact has axed a number of fees after reporting a rise in funds under direction to a record £55bn.
Read more ...Reaction: Bank holds rate at 5.25% for third month
- Thursday, 14 December 2023
- Articles
The Bank of England has kept its base rate at 5.25% for the third month, in line with expectations.
Read more ...Close Brothers acquires Dorset Chartered firm
- Wednesday, 13 December 2023
- Articles
Close Brothers Asset Management is to acquire Charted Financial Planning firm Bottriell Adams.
Read more ...IFS proposes ‘pension guarantee’ to replace Triple Lock
- Wednesday, 13 December 2023
- Articles
The Institute for Fiscal Studies (IFS) has proposed a new ‘four-point pension guarantee’ to replace the current State Pension Triple Lock.
Read more ...FinCalc adds goals tools to Cashflow software
- Wednesday, 13 December 2023
- Articles
Fintech FinCalc has added a tool which will provide cashflow and retirement goals to its Cashflow product.
Read more ...AJ Bell boosts some cash interest rates
- Wednesday, 13 December 2023
- Articles
Platform and SIPP provider AJ Bell is to boost interest rates on higher levels of cash held in some accounts.
Read more ...Fairstone completes takeover of £160m AUM Chartered firm
- Wednesday, 13 December 2023
- Articles
National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.
Read more ...Benchmark buys £111m AUM Sussex IFA
- Tuesday, 12 December 2023
- Articles
Schroders’ Benchmark Capital arm has continued its rapid growth by buying £111m AUM Hayward Heath-based Champain Financial Services for an undisclosed amount.
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