Articles

Wealth manager and Financial Planner Evelyn Partners has appointed Charlotte Platts to drive Financial Planning growth for the firm in Northern England, Scotland and Northern Ireland.

The FCA has prohibited former investment adviser and company director Clive Harris Mongelard, also known as Clive Harris and Clive Lindsey, from performing any regulated activity function.

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I had an especially stupid email recently. Yes – from a product provider – how did you guess? I’ll protect the guilty and not name them here. But the email was a ‘Vendor Assessment’, asking about our ‘Distribution Strategy’ and if we have ever broken our own rules.

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The soaring cost of regulation came home with a thump with a report this week from the FCA that its average salary is now over £71,000 a year - more than double the mean UK average.

Platform and SIPP provider Platform One has opened a third office as it looks to support further growth aspirations.

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