Wealth manager and Financial Planner Evelyn Partners has appointed Andrew Moat as a Financial Planner in its Nottingham office.
Read more ...FCA rejects allowing more SMEs complaint rights
- Tuesday, 24 October 2023
- Articles
The Financial Conduct Authority has ruled out allowing bigger SMEs to make complaints to the Financial Ombudsman Service.
Read more ...New HL CEO could earn £4.8m in 2024
- Tuesday, 24 October 2023
- Articles
The new chief executive of investment provider Hargreaves Lansdown, Dan Olley, could earn a pay, bonus and share package worth £4.826m in 2024, the company’s 2023 Annual Report reveals.
Read more ...AJ Bell appoints new investments director
- Tuesday, 24 October 2023
- Articles
AJ Bell has promoted Ryan Hughes to be its new investments director to lead its range of multi-assets funds and the managed portfolio service for financial advisers.
Read more ...Continuum assets up 22% to £1.86bn
- Tuesday, 24 October 2023
- Articles
Plymouth-based national IFA firm Continuum has reported assets under influence up 22% year on year to £1.86bn.
Read more ...Clients of censured adviser targeted by scammers
- Tuesday, 24 October 2023
- Articles
Clients who purchased investments through Kensington advice firm London Court Limited (FRN 146522) are being targeted by scammers.
Read more ...Progeny acquires 4-office Scottish Chartered Planner firm
- Tuesday, 24 October 2023
- Articles
Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.
Read more ...SJP suspends dealing in £924m property fund
- Monday, 23 October 2023
- Articles
Wealth manager St James’s Place has temporarily suspended dealing in its £924m SJP Property unit trust and will cut the annual management charge for the time being by 0.15%.
Read more ...Staffordshire retirement adviser declared as failed
- Monday, 23 October 2023
- Articles
Advice firm Retirement Direct Limited (FRN: 183942) has been declared as failed by the Financial Services Compensation Scheme.
Read more ...Industry mourns death of Pensions Ombudsman chair
- Monday, 23 October 2023
- Articles
Industry colleagues, friends and family are mourning the death of consumer champion Caroline Rookes, chair of The Pensions Ombudsman.
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