SIPP and Financial Planning firm Mattioli Woods has reported pre-tax profits leapt 60% to £7.6m in the six months ended 30 November 2023.
Wealth management trade association PIMFA will hold its first Women’s Symposium over two days at a hotel near Heathrow in April.
Family mortgage specialist Tembo has acquired Lifetime ISA provider Nude Finance.
There were 862,000 additional rate taxpayers last year - more than three and a half times as many as the year the rate was introduced.
The UK will have to increase the state pension age to 71 by 2050 to maintain the number of workers per retiree, according to a new report from the International Longevity Centre UK.
The UK’s SIPP market is close to topping £500bn invested and five million customers and could be a £1trn market by 2030, according to a new report published today.
National Financial Planner and wealth manager Evelyn Partners has appointed Declan Kirby as a Chartered Financial Planner for its Birmingham office.
A new software platform has launched today to offer back-office, training and business support to Financial Planners.
The number of victims of 'romance' financial scams increased by a fifth (22%) in 2023 compared to 2022, with men at more risk than women.
The FCA and its Practitioner Panel are set to launch a joint survey of 25,000 regulated firms shortly to seek feedback on how the FCA is regulating the sector.