Gallery Finance Ltd, a financial advice firm which provided equity release, buy to let and mortgage advice in Cheshire, has been declared in default by the Financial Services Compensation Scheme.
Read more ...Model Portfolios dominate adviser sales in H1
- Friday, 10 October 2025
- Articles
Model portfolios (MPS) grabbed the lion’s share of sales in the UK financial adviser distribution channel in the first half of 2025, according to new data.
Read more ...Carly Dunningham: It’s time to network
- Friday, 10 October 2025
- Articles
In this regular column for Financial Planning Today, columnist Carly Dunningham, chair of the CISI's Financial Planning Forum, looks ahead to the CISI’s Annual Financial Planning Conference in Windsor. You can read this article and more top content in the latest issue of Financial Planning Today magazine.
Read more ...WH Ireland chair quits as wealth arm sale collapses
- Thursday, 09 October 2025
- Articles
Two non-executive directors of troubled WH Ireland, including chair Simon Moore, have quit today after shareholders voted to reject a plan to sell the firms’s wealth arm for £1m.
Read more ...PFS's Matthew Connell: Limits on complaints need careful handling
- Thursday, 09 October 2025
- Articles
In this regular column for Financial Planning Today, Dr Matthew Connell, director of policy at the Personal Finance Society, looks at plans to limit complaint.
Read more ...Schroders sells share in wealth JV to Lloyds
- Thursday, 09 October 2025
- Articles
Schroders has sold its 49.4% stake in Schroders Personal Wealth Financial Planning arm to the Lloyds Banking Group in return for Lloyds' 19.1% stake in Cazenove Capital.
Read more ...HNW clients disappointed by philanthropy advice
- Thursday, 09 October 2025
- Articles
Four in five high net worth (HNW) individuals (81%) believe it is crucial for advisers to initiate conversations about philanthropy, but only one in three (33%) have experienced such engagement, according to new research.
Read more ...FCA cancels permissions of West Sussex IFA
- Thursday, 09 October 2025
- Articles
The FCA has stripped West Sussex-based IFA Rhoss Dancey (FRN: 666823), trading as RDI Wealth Management, of its permissions to carry out regulated business.
Read more ...3 in 5 Cash ISA holders would consider investing
- Thursday, 09 October 2025
- Articles
Three in five (60%) of Cash ISA holders would consider moving some of all of their money into a Stocks and Shares ISA, according to a new report.
Read more ...CISI Financial Planning Week a chance for advisers to ‘give back’
- Thursday, 09 October 2025
- Articles
Professional body the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2026 to be an opportunity for Financial Planners to "give back" to their communities.
Read more ...