Thames Valley-based wealth manager and IFA Woodward Financials has launched an ‘enhanced advisory service’ for clients which offers daily risk monitoring of portfolios.
Read more ...SJP to offer clients help in finding care support
- Monday, 24 May 2021
- Articles
Wealth manager St James’s Place has launched a 'Care Concierge' service to help clients find and fund long term care.
Read more ...Walker Crips to boost Financial Planning arm
- Monday, 24 May 2021
- Articles
Wealth manager Walker Crips has boosted its Financial Planning division with a raft of hires for its new Southampton office.
Read more ...Greenwashing a ‘major’ concern for ESG investors
- Monday, 24 May 2021
- Articles
‘Greenwashing’- false or exaggerated claims about the environmental and social benefits of ESG investments - is a top concern for 44% of investors.
Read more ...Adviser firm gifts ‘plantable’ books to local children
- Friday, 21 May 2021
- Articles
Leicestershire independent financial adviser firm Furnley House is teaming up with another local business, Willsow, to gift ‘plantable’ children’s books to hundreds of school children in Leicester.
Read more ...OTS calls for reform to make CGT reporting easier
- Friday, 21 May 2021
- Articles
The Office of Tax Simplification has called for significant reform of Capital Gains Tax to make it more flexible and reporting of gains easier but has stopped short of radical measures.
Read more ...6 in 10 advisers saw client growth in 2020
- Friday, 21 May 2021
- Articles
Six in 10 financial advisers reported an unexpected increase in client numbers last year despite the pandemic restrictions causing major upheaval.
Read more ...Parmenion axes VAT on Managed Portfolio Services
- Friday, 21 May 2021
- Articles
Investment firm and platform provider Parmenion has joined the growing list of investment managers who have removed VAT from their Managed Portfolio Services (MPS).
Read more ...Unauthorised advice fraudster charged
- Thursday, 20 May 2021
- Articles
The Financial Conduct Authority (FCA) has charged Ian Hudson with fraudulent trading and carrying out regulated activities without authorisation.
Read more ...FSCS adds 2 advisers to list of failed firms
- Thursday, 20 May 2021
- Articles
The FSCS has added Knight Wealth Management Services and IFA Home Counties to its list of failed firms this morning.
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