Magenta Financial Planning in Bridgend, South Wales, has been awarded Exemplar Employer ‘Leading’ status by gender equality charity Chwarae Teg for its efforts to improve its workplace culture and practices.
MHA Carpenter Box Wealth Management has made head of wealth management Roy Thompson DipPFS a partner.
New research from wealth manager Tilney shows the different priorities Britons have when it comes to their finances across the different age groups.
Defaqto has launched a new guide to reviewing workplace pensions.
Zurich has revealed a significant increase in claims paid to protection customers in 2017.
Coutts has launched a new social media platform called Coutts Connect to enable its network of clients to "meet, introduce and interact" with each other online in a safe and secure environment.
A Lancashire Financial Planner has increased her clients to over 950 after a period of “outstanding growth.”
The names of MoneySavingExpert.com boss Martin Lewis and Dragon’s Den star Deborah Meaden were used to falsely endorse a “sickening” cryptocurrency scam, fraud investigators have warned.
A Chartered Financial Planner says he has already begun to win client referrals from solicitors and accountants after achieving top marks in a trust and estates planning exam.
Thirty-four complaints have been made against the liquidated advisory firm at the heart of the British Steel Pension Scheme story.