Wealth manager Brooks Macdonald has appointed Karen Charlery as chief operating officer.
Read more ...VouchedFor clients vote Lancashire Planner a winner on service
- Thursday, 15 May 2025
- Articles

Lancashire-based Financial Planner Brett Garlick of Bury Financial Advisers won the Financial Adviser of the Year category at the recent VouchedFor Client Experience Awards.
Read more ...UK economy grows faster than expected in Q1
- Thursday, 15 May 2025
- Articles

UK GDP grew by 0.7% in the first three months of 2025, above what most economists had expected.
Read more ...Evelyn Partners sponsors Netball Super League
- Thursday, 15 May 2025
- Articles

Wealth manager and Financial Planner Evelyn Partners has entered a three-year deal as an official partner of the Netball Super League.
Read more ...Aviva wealth division sees 15% drop in net flows for Q1
- Thursday, 15 May 2025
- Articles

Net flows for Aviva’s wealth division dropped 15% year-on-year to £2.3bn for the first quarter of 2025 (Q1 2024: £2.7bn).
Read more ...Trust in pensions sector drops for first time in 5 years
- Thursday, 15 May 2025
- Articles

Public trust in the pensions industry has dropped for the first time in five years, according to an annual survey.
Read more ...FCA confiscates £300k from investment fraudsters
- Wednesday, 14 May 2025
- Articles

The Financial Conduct Authority has secured confiscation orders of £305,284 against a trio of convicted investment fraudsters.
Read more ...FSCS investigates Hertfordshire adviser
- Wednesday, 14 May 2025
- Articles

The Financial Services Compensation Scheme (FSCS) has started an investigation into Hertforshire-based financial adviser Business Agent Ltd (FRN: 669880).
Read more ...Net sales rise 35% for direct platforms in Q1
- Wednesday, 14 May 2025
- Articles

Net sales rose by 35% over the first quarter from £5.6bn to £7.4bn at the end of the quarter, according to new data.
Read more ...Advisers changing advice due to IHT shake-up
- Wednesday, 14 May 2025
- Articles

Financial advisers are turning away from pension wrappers and instead utilising pension gifting, annuities and onshore bonds as they prepare for the upcoming changes to inheritance tax, according to a new report.
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