South west Financial Planning and accountancy firm Old Mill has added Chartered Financial Planner Tim Blowers to its wealth management team.
Read more ...Pension transfer scam warnings down due to annuity rise
- Thursday, 28 September 2023
- Articles
The number of pension transfer requests in August that triggered a 'red flag' scam warning fell by 7% to 86%, according to data from XPS Pensions Group.
Read more ...Quilter to add Jersey-based international Planning proposition
- Thursday, 28 September 2023
- Articles
Discretionary wealth manager Quilter Cheviot is to launch a Financial Planning proposition for international clients from its Jersey office.
Read more ...Insurer launches tailored PI for Planner firms
- Thursday, 28 September 2023
- Articles
New insurance provider BareRock has launched tailored professional indemnity insurance for Financial Planners and other FCA-regulated advice firms.
Read more ...STM profits down amid extended takeover talks
- Thursday, 28 September 2023
- Articles
SIPP provider STM has reported half year, pre-tax profit down by £400,000 as negotiations over a takeover bid for the group are extended again.
Read more ...Verve Group launches back-office solution
- Wednesday, 27 September 2023
- Articles
Support services provider The Verve Group has launched a new back-office dashboard.
Read more ...Nucleus appoints Tully as new technical director
- Wednesday, 27 September 2023
- Articles
Adviser platform and SIPP provider Nucleus has appointed pensions guru Andrew Tully as technical services director.
Read more ...PFS launches sustainable advice standards panel
- Wednesday, 27 September 2023
- Articles
The Personal Finance Society, the 40,000-member professional body for Chartered Financial Planners, has launched a new expert panel to boost sustainable financial advice standards.
Read more ...Foster Denovo acquires Newcastle Chartered Planner
- Wednesday, 27 September 2023
- Articles
National advice firm Foster Denovo is to acquire £220m AUM Chartered Financial Planning firm Wade Financial.
Read more ...Signs of recovery at WH Ireland after rescue
- Wednesday, 27 September 2023
- Articles
Wealth manager and Financial Planner WH Ireland is beginning to show signs of recovery after a £5m rescue deal thrashed out in the summer saved the company from being wound up.
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