West Yorkshire adviser firm Reis Financial Planning Ltd (FRN: 673257) has been declared in default by the Financial Services Compensation Scheme today after a first claim against the firm was upheld.
Wealth manager Utmost Wealth Solutions has reported a second year of net outflows, with total net outflows of £0.4bn in 2024, according to a trading statement released today.
The Personal Finance Society (PFS) has revealed details of the programme for its Purely Paraplanning 2025 conference which takes place in central London on 7 May.
Wealth manager Evelyn Partners International, the Jersey subsidiary of Evelyn Partners, has moved to a new office in St Helier and boosted its team with new hires.
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