Wealth manager and Financial Planner Evelyn Partners has hired Sam Whatsize as a Financial Planner to spur the firm’s continued expansion in the East Midlands.
Read more ...Evelyn Partners hires Planner for East Midlands expansion
- Thursday, 08 September 2022
- Articles

Half of 18-34-year-olds cutting back on saving
- Thursday, 08 September 2022
- Articles

The cost of living crisis has resulted in half of 18–34 year olds reducing or halting regular savings, according to a new survey.
Read more ...Parmenion to acquire Planner’s £1.9bn MPS firm
- Wednesday, 07 September 2022
- Articles

Adviser platform Parmenion is to acquire Chartered Planner-run investment firm EBI Portfolios for an undisclosed sum.
Read more ...FSCS declares 2 advice firms have failed
- Wednesday, 07 September 2022
- Articles

Two advice firms have been declared failed by the Financial Services Compensation Scheme this week, including a Financial Planning firm which has 25 pension transfer claims against it, including BSPS cases.
Read more ...FCA rejects call from MPs on financial inclusion
- Wednesday, 07 September 2022
- Articles

The FCA has rejected calls from MPs on the influential Treasury Committee to make financial inclusion a key part of regulation.
Read more ...Financial Ombudsman warns of investment scam surge
- Wednesday, 07 September 2022
- Articles

The Financial Ombudsman Service has issued a rare warning about a surge in investment scams over the past year, with half involving cryptocurrency cons.
Read more ...Hargreaves Lansdown CEO bonus halves
- Tuesday, 06 September 2022
- Articles

Chris Hill, CEO of Hargreaves Lansdown, has taken a pay cut as part of the investment and platform provider’s new remuneration policy.
Read more ...SOLLA accreditation to count towards PFS Fellowship
- Tuesday, 06 September 2022
- Articles

The Personal Finance Society has added accreditation from the Society of Later Life Advisers (SOLLA) as counting towards achieving PFS Fellowship status.
Read more ...Financial Planning Week 2022 - details revealed
- Tuesday, 06 September 2022
- Articles

The Chartered Institute for Securities & Investment - the professional body for Certified Financial Planners - has urged the UK’s growing Financial Planning community to throw its weight behind the 2022 Financial Planning Week campaign which takes place in October.
Read more ...Progeny turns to KPMG for acquisition head
- Tuesday, 06 September 2022
- Articles

Financial Planning firm Progeny has appointed Stewart Cape as its new head of corporate development.
Read more ...