One in five workers (20%) avoids organising and planning their finances, with some blaming anxiety or stress about their financial situation for their failings.
Read more ...20% of workers avoid thinking about finances
- Tuesday, 03 September 2024
- Articles

Aviva sign
Advisers favour multi-asset funds – survey
- Monday, 02 September 2024
- Articles

Aegon logo
Nine out of 10 (90%) advisers use multi-asset strategies for accumulation and decumulation, according to new research by Aegon.
Read more ...WBR Group appoints Leicester lawyer
- Monday, 02 September 2024
- Articles

WBR Group logo
SSAS provider and tax adviser WBR Group has appointed corporate lawyer Roy Botterill as director of law.
Read more ...Evelyn Partners expands in the Midlands
- Monday, 02 September 2024
- Articles

Rachel Bleakley of Evelyn Partners
Wealth manager and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.
Read more ...Artemis founder John Dodd to retire
- Monday, 02 September 2024
- Articles

Artemis website
Artemis founder John Dodd will retire from the investment house at the end of this year after almost 40 years in the industry.
Read more ...Perspective acquires adviser firms in North and South
- Monday, 02 September 2024
- Articles

Ian Wilkinson, CEO of Perspective
Fast-growing national Financial Planner Perspective Financial Group has completed two acquisitions, bringing its total to 11 this year and 89 since the group was founded 16 years ago.
Read more ...£432m acquisition of Mattioli Woods to complete this week
- Monday, 02 September 2024
- Articles

Ian Mattioli, founder of Mattioli Woods
The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete this week after achieving High Court approval.
Read more ...Fewer professional reps submitting pension claims
- Friday, 30 August 2024
- Articles

The FOS has seen fewer complaints about pensions and annuities from professional representatives
The percentage of professional complaints about pensions and annuities to the Financial Ombudsman Service - including from claims management companies - showed a surprise fall in the latest quarterly period, in marked contrast to a surge in professional complaints overall.
Read more ...Exclusive: Consumer Duty 'reducing' access to advice
- Friday, 30 August 2024
- Articles

FCA's Consumer Duty requirements
Nearly three in 10 Financial Planners (28%) surveyed in an exclusive poll for Financial Planning Today say they have cut the number of clients they serve as a result of the Consumer Duty.
Read more ...Azets snaps up Scottish Financial Planner
- Friday, 30 August 2024
- Articles

Kate Brown, director for Milne Craig’s Financial Planning practice, with Mark Parkinson, CEO of Azets Wealth Management
International wealth manager, Financial Planner and professional services firm Azets has acquired Scottish Financial Planner and chartered accountancy firm Milne Craig in a major deal for the financial services sector north of the border.
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