A former apprentice is one of two new directors at Acumen Financial Planning in West Lancashire.
More than half of advised clients (53%) say they are more worried about tax concerns than they were a year ago, according to a new survey of advised clients.
The FCA has approved the takeover of troubled Financial Planner and wealth manager WH Ireland by Jersey-based wealth manager Team plc.
The Personal Finance Society (PFS) has today appointed Chartered Financial Planner Alan Whittle as a new director of the organisation.
A third of adults (32%) have made no end-of-life preparations, despite believing that financial preparation matters, a new study shows.
Almost two-fifths, 38%, of HNWIs say they hold more cash than they did three years ago, with cash accounting for an average of almost a fifth, 19%, of their total wealth.
The FCA has warned customers of London investment firm HDH Investment Services Limited (FRN 733137)that the firm may have given unsuitable financial advice.
The number of female SIPP millionaires at platform and investment provider Hargreaves Lansdown rose by 31% in 2025 compared to a 16% rise for male investors.
Quilter topped the adviser platform leaderboard in 2025 - a record year for the platform sector with assets topping £1.3 trillion, according to a new study.
Manchester-based alternative investment manager MCI Global Investment Advisors Limited (FRN: 948996) has been declared in default today after 58 claims were received against the firm which went into liquidation in October.