Financial Planner and wealth manager Evelyn Partners has appointed Matt Dickens as Financial Planning director for the South of England.
Rhiannon Gogh of Bristol-based PlanIt Future Financial Limited has been named by wealth manager St James's Place as its Chartered Planner of the Year 2023.
Life expectancy in local areas of England, Northern Ireland and Wales fell between 2020 and 2022 compared to 2001 to 2003, according to the latest ONS data out today.
Financial planning-led wealth manager Atomos has shaken up its leadership time with four senior appointments.
Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.
The number of investors claiming tax relief on a Venture Capital Trust (VCT) investment in 2021/22 rose by 32% (year-on-year) to 25,800, a new report says.
Steven Sussman has retired from his position of chairman at wealth manager JM Finn following a 26-year career at the firm.
Discretionary wealth manager Quilter Cheviot has appointed Caroline Simmons as its new chief investment officer.
National IFA Continuum has increased its number of advisers by 15% to 70 over the past year, according to figures released by the company this week.
An ageing population and medical advances are fuelling demand for retirement advice, according to a new report.