When it comes to family run businesses, it could be hard to beat Chartered Financial Planning firm Unividual.
Read more ...The holistic Financial Planning firm run by family of 4
- Thursday, 03 August 2017
- Articles
Standard Life Financial Planning head: Partial DB option is a must
- Thursday, 03 August 2017
- Articles
Standard Life has called for the partial transfer option to be a mandatory part of DB transfer advice.
Read more ...IFS reveals how much worse off women are from state pension changes
- Wednesday, 02 August 2017
- Articles
About 1.1million women are £32 worse off per week on average as a result of state pension age changes, the Institute for Fiscal Studies says.
Read more ...DFM hires CISI Fellow as it expands bespoke HNW service
- Wednesday, 02 August 2017
- Articles
DFM Whitechurch Securities has hired a Chartered Fellow of the Chartered Institute of Securities & Investments.
Read more ...HNW advice firm expands and hires ex-rugby international
- Wednesday, 02 August 2017
- Articles
Brooks MacDonald has announced an expansion of the company and has hired an ex-rugby international to head its new operation.
Read more ...Regulator uses powers 50,000 times for pension failures
- Wednesday, 02 August 2017
- Articles
Fixed penalties worth nearly £5million were issued to companies for failing to comply with auto-enrolment in the last financial year.
Read more ...Four IFA firms snapped up for a combined £20.6m
- Wednesday, 02 August 2017
- Articles
Four IFA firms have been snapped up for a combined £20.6m by Succession Group.
Read more ...Create ‘distinct’ suitability reports for insistent clients - FCA
- Tuesday, 01 August 2017
- Articles
The FCA has suggested advisers create separate suitability reports for insistent clients.
Read more ...7IM reveals cashflow modelling app link up with Intelliflo
- Tuesday, 01 August 2017
- Articles
Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app.
Read more ...Music star advice firm sets up expat Financial Planning partnership
- Tuesday, 01 August 2017
- Articles
An IFA that was originally set up to focus solely on providing advice to music and entertainment stars has signed a deal to provide offshore pension and Financial Planning advice to expatriate pension scheme members and pensioners.
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