Wealth management skills have become core for Financial Planners as the profession moves upmarket.

St James's Place today reported annual IFRS pre-tax profits up by 8% to £353.8m in 2021 as business continued to grow despite pandemic lockdowns.

Two thirds (63%) of retail investors would consider changing adviser because they are unhappy about the ESG focus from their wealth managers, according to new research.

Nicola Crosbie of Moran Wealth Management in Scotland has been named as St James’s Place’s 2021 Chartered Financial Planner of the Year.