Adviser support services firm SimplyBiz has launched an ongoing review service option to broaden its business consultancy service.
Sasha Wiggins, the CEO of Barclays private banking and wealth management arm, has a job on her hands.
There is a “huge opportunity” for trusted financial advice in the UK, predicts Andrea Montague, CEO at wealth manager Brooks Macdonald.
The average value of an annuity has soared 160% since 2021, according to newly-published client data from investment provider Hargreaves Lansdown.
Financial Planning network Rosemount Financial Solutions (IFA) added 10 new advisers between April and June.
Wealth manager and Financial Planner Titan Wealth said losses grew in the year to the end of March 2024 to £44.8m, up from £27m the year before.
Retirement savings app PensionBee said it saw assets under administration climb 21% to £6.3bn in the six months to the end of June.
The FCA has this week stripped permission to carry out regulated business from a Shropshire-based claims management company called Claimpoint Ltd (FRN 830722).
The Financial Services Compensation Scheme has placed Leicester-based Trust Financial Planning Limited (FRN: 407457) under investigation.
Leicester-based Trust Financial Planning (FRN: 407457) has entered liquidation after being subject to voluntary restrictions from the FCA earlier this year.