Using a SSAS to help a business move forward
- Friday, 12 July 2019
- Articles
Chartered Financial Planner Gavin Wood of Beckett Financial Services, in Suffolk, talks about how a SSAS was used to good effect to help two business owners sort out their business and personal planning.
Read more...Financial Planning firm CEO reveals top client tips
- Monday, 08 July 2019
- Articles
Simon Cocking DipPFS, chief executive of Leodis Wealth, has revealed his tips for finding and keeping clients.
Read more...HL CEO Chris Hill apologises over Woodford suspension
- Monday, 10 June 2019
- Articles
The chief executive of Hargreaves Lansdown has apologised to clients hit by the suspension of the Woodford Equity Income Fund.
Read more...Unbiased to raise client referral charge by 50% from 1 June
- Tuesday, 21 May 2019
- Articles
Unbiased, the directory and lead generating service used by many Financial Planners and advisers, is to raise its charge for passing on consumer enquiries from 1 June - but has defended the increase as the first in four years.
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