Wealthy Brits are more likely to attribute their wealth to investments in financial markets than in property, with more than a third choosing market performance.
Chartered Financial Planner Amy Gray, of Amy Gray Wealth Management in Hull, has been named St James's Place Chartered Financial Planner of the Year in St James’s Place seventh Annual Chartered Awards.
Fintel joint chief executive Neil Stevens will step down at the end of June, leaving Matt Timmins in sole charge of the fintech and adviser support services firm which owns SimplyBiz and Defaqto.
Financial Ombudsman Service chair Baroness Manzoor today announced she would be stepping down in August - just days after FOS CEO Abby Thomas quit the organisation.
SSAS provider WBR Group has acquired pension consultancy Censeo Actuaries & Consultants Limited for an undisclosed sum to enhance its offering of SSAS & DBSSAS and other actuarial services.
So far this financial year the Financial Services Compensation Scheme has declared 40 firms in default, opening the door to ex-clients to submit claims for millions of pounds of compensation.
The FCA has cancelled the Part 4A permission of Scottish firm Retirement & Investment Solutions Limited (FRN 533079) because it said it considers that the firm is carrying on no regulated activity.
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