Barclays Wealth manager fights FCA proposed ban

Andrew Tinney, former chief operating officer of Barclays Wealth and Investment Management, has appealed against a ban by the FCA from carrying out any senior management role in any regulated financial services provider.

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Financial Planning firm hires Barclays Wealth vice president

A Barclays Wealth vice president has been snapped up by Financial Planning firm Towry. Read more...

East Midlands members learn more about the secrets of investor behaviour

East Midlands IFP members met on 11 September and were very fortunate in having two excellent speakers – both very different, but each very interesting around their particular subject, writes Gini Bolton CFPCM. Read more...

Gender bias in planning and finances

Years of surveys have shown that consumers value the personal touch and want an adviser who recognises their individual needs and characteristics. This demand for ‘personalisation’ relates not only to clients’ assets but also to their gender.

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