Considering how you would like to be treated at a sensitive time can make the difference in helping clients cope with estate planning issues following bereavement, according to Financial Planner Simon Bonnett of Chartered Financial Planners Becketts.

The latest regulated advice market data from the FCA reveals how private equity money has begun to reshape the Financial Planning sector as bigger firms become more prominent.

Pensions Minister Laura Trott has backed a call from three scam-fighting bodies warning pension scheme trustees and savers of a potential increased risk from scammers seeking to cash in on economic uncertainty.

A tax measure introduced in the 2021 Budget to reduce the cost of pension tax relief for the government will raise twice as much for the Treasury as originally expected, new analysis suggests.

Acquisitive Financial Planning and wealth management firm Kingswood has acquired Glasgow-based financial adviser Strategic Asset Managers Limited (SAM) for £5.1m.

Quilter’s new chair designate Glyn Barker is to step down from the board for personal reasons.

The FSCS has today declared two regulated advice firms as failed, opening the door to compensation claims.

Eight regulated firms which appear to be connected have gone into liquidation following FCA action.

Financial Planning Today is pleased to announce the winners of our Financial Planning Today annual survey prize draw.

Expanding wealth manager and Financial Planner MKC Wealth has signed a deal with Sevenoaks-based Chartered Accountants Samuels LLP to provide Financial Planning advice to the firm’s clients.