Experienced Financial Planner Tamsin Caine has shared some of the secrets of building a niche Financial Planning firm in the latest Financial Planning Today magazine.
Read more ...MP aims to cut minimum age for auto-enrolment
- Wednesday, 05 January 2022
- Articles
An MP has proposed plans to lower the age for auto-enrolment from 22 to 18 and to extend the scheme to lower and part-time earners.
Read more ...Kingswood pays £500,000 to director-owned firms
- Wednesday, 05 January 2022
- Articles
The parent company of wealth management and Financial Planning firm Kingswood spent over £500,000 with companies owned by its directors in 2018/19.
Read more ...Woodford staff paid £510k following fund failure
- Wednesday, 05 January 2022
- Articles
The two remaining staff members at Woodford Investment Management received a total of £510,250 in salaries for the year ended 31 March 2021.
Read more ...Client families under stress as consumer squeeze hits
- Tuesday, 04 January 2022
- Articles
Planners are reporting some client families under financial stress as borrowing soars during the pandemic.
Read more ...1 in 4 savers fear Omicron will hit finances this quarter
- Tuesday, 04 January 2022
- Articles
A quarter of UK adults (13m) said they expect their finances to worsen over the next three months as a result of the emergence of the Omicron Coronavirus variant.
Read more ...One Four Nine buys Surrey-based Chartered Planner
- Tuesday, 04 January 2022
- Articles
Recently founded Financial Planning and fund management firm One Four Nine Group has acquired Surrey-based Chartered Financial Planning firm Total Wealth Planning (TWP).
Read more ...Frank Field recognised in New Year Honours
- Tuesday, 04 January 2022
- Articles
Former work and pensions committee chairman Frank Field has been recognised for his “lifetime of public service” in the Queen’s New Year Honours list.
Read more ...Kingswood completes “milestone” acquisition
- Tuesday, 04 January 2022
- Articles
Fast-growing wealth manager and Financial Planner Kingswood has completed the acquisition of asset manager and IFA the IBOSS Group less than two months after announcing the deal.
Read more ...FCA issued record 1,300 warnings in 2021
- Tuesday, 04 January 2022
- Articles
The Financial Conduct Authority issued a record 1,300 consumer warnings in 2021 as it stepped up efforts to protect investors.
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