Johnston Carmichael Wealth, part of accountancy and business advisory firm Johnston Michael, has expanded to Dundee following two senior appointments based the city.
Read more ...FOS warns complaints could soar to 210,000 this year
- Thursday, 04 April 2024
- Articles
The Financial Ombudsman Service expects the number of complaints it will receive this year to hit 210,000 - nearly 30,000 higher than predicted in December.
Read more ...Fidelius CEO steps down as Swedes’ stake approved
- Wednesday, 03 April 2024
- Articles
Jim Grant, CEO of Bath-based Chartered Financial Planner Fidelius, is stepping down after 12 years in the role as the FCA gives the go ahead to Swedish wealth manager Sӧderberg & Partners to take a minority stake in the business.
Read more ...British Savings Bond launches paying 4.15% gross
- Wednesday, 03 April 2024
- Articles
The new 3-year fixed-rate British Savings Bonds - announced by the Chancellor in his Spring Budget - have gone on sale from today offering interest of 4.15% gross/AER.
Read more ...Hargreaves offers £25 cashback on cash ISAs
- Tuesday, 02 April 2024
- Articles
Hargreaves Lansdown is offering £25 cashback to clients who open a cash ISA in the next few weeks, depending on the amount transferred to its cash ISA platform.
Read more ...Higher state pension to push many into tax net
- Tuesday, 02 April 2024
- Articles
Around 12m State Pensioners will be more than £800 a year better off from 6 April but the extra cash could push many into a tax-paying bracket for the first time, experts have warned.
Read more ...HNW clients failing to use extra pension allowances
- Tuesday, 02 April 2024
- Articles
A year on since the increase in the pensions’ annual allowance, the majority of HNW individuals (HNWIs) (56%) are failing to utilise the extra £20,000 allowance available to them, data compiled by the Saltus Wealth Index Report has revealed.
Read more ...£2.6bn stolen through investment fraud since 2020
- Tuesday, 02 April 2024
- Articles
More than £2.6bn has been stolen through investment fraud in the UK since the start of 2020, according to new research by the Pensions Management Institute (PMI).
Read more ...Chartered Planner is keynote at PFS Paraplanning event
- Tuesday, 02 April 2024
- Articles
Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.
Read more ...Brown Shipley owner reports 15% rise in income
- Tuesday, 02 April 2024
- Articles
Quintet Private Bank, the owner of Financial Planner and wealth manager Brown Shipley, has reported income for 2023 climbed 15% to €602.4m (£515m) from €524m (£448m) in 2022.
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