Charles Stanley says it plans to become the “UK’s leading wealth manager” by 2020 and will launch a separate Financial Planning arm as part of this strategy.

A Bury-based financial advisory firm had made a quartet of appointments – with more on the cards.

Nearly 4 out of 10 wealthy UK investors aged 40 or above would never pay any amount for financial advice, research has indicated.

A former partner at Goldman Sachs and Boris Johnson’s chief economic adviser when he was London Mayor are heading up a new discretionary wealth management service.

A wealth management company has opened a new office in Salisbury, creating 15 jobs, with further recruitment of qualified planners also on the cards.

A Financial Planning firm has created a new West Midlands wealth management team and hired a Chartered Financial Planner to be part of it.

As many as four out of ten non-retired over-60s today feel unprepared for their retirement, a report found.

A new business has been launched with the aim of becoming a ‘financial adviser in your pocket’ for younger people.

The managing director of a wealth manager has been chosen to lead a campaign to promote the benefits of seeing a Chartered Financial Planner in his region.

Have I Got News For You regular Miles Jupp entertained guests at the CISI Guernsey branch as they raised vital cash for charity.