Chartered Financial Planning firm Fidelius Group has moved into new headquarters at a landmark office building, No 1, Bath Quays, Bath which it says will help promote "hybrid working."
Read more ...Consumers resistant to reducing pension contributions
- Tuesday, 15 November 2022
- Articles

Despite the cost of living crisis, only a minority of consumers are prepared to reduce their pension contributions, according to a study.
Read more ...South West Financial Planner gets new MD
- Tuesday, 15 November 2022
- Articles

Wealth manager Chris Reah has been appointed managing director of south west Chartered Financial Planners Francis Clark Financial Planning.
Read more ...Business relief use in IHT planning grows
- Tuesday, 15 November 2022
- Articles

Business relief is now being used by the majority of wealth managers and financial advisers as an inheritance tax (IHT) planning tool for clients, according to new research.
Read more ...Sustainable funds popular despite greenwashing concerns
- Monday, 14 November 2022
- Articles

Nine out of 10 financial advisers and wealth managers recommend sustainable funds to clients despite widespread concerns about greenwashing, according to new research.
Read more ...Nest and Wagestream launch 'emergency savings' trial
- Monday, 14 November 2022
- Articles

Research and innovation centre Nest Insight has partnered with financial wellbeing provider Wagestream to launch a new workplace emergency savings pilot.
Read more ...FCA wins judgment against unauthorised mortgage brokers
- Monday, 14 November 2022
- Articles

The Financial Conduct Authority has won a court judgment against a property and mortgage company accused of, “exploiting vulnerable customers who were in financial difficulty.”
Read more ...Keith Churchouse: Own your business ethic
- Monday, 14 November 2022
- Articles

Financial Planners need to own their 'business ethic' and ensure that it reflects their values and the outcomes they personally want to see, according to Chapters Financial’s Keith Churchouse.
Read more ...Machete-wielding credit manager banned by FCA
- Monday, 14 November 2022
- Articles

The Financial Conduct Authority has banned Ashkan Zahedian from working in financial services following his conviction for serious violent offences which took place while he was an approved individual.
Read more ...Casebook: Estate planning following a shock bereavement
- Monday, 14 November 2022
- Articles

Considering how you would like to be treated at a sensitive time can make the difference in helping clients cope with estate planning issues following bereavement, according to Financial Planner Simon Bonnett of Chartered Financial Planners Becketts.
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