Fast-growing national Financial Planning firm Wren Sterling has completed two new acquisitions, buying firms in the South West and Scotland for undisclosed amounts.
Only 14% of people are ‘on track’ to retire at their desired age with their desired income, leaving the majority at risk of retiring later than expected, according to a new study.
Savers chipped in £4.6bn into cash ISAs in February as deposits with banks and building societies increased by £5.8bn, according to the latest Bank of England money and credit data released today.
One in three (31%) of adults in relationships are worried that discussing savings or investments with partners could lead to arguments.
Quilter has welcomed 124 newly-qualified advisers who graduated in 2025 through its Academy.
Aberdeen Adviser has expanded the investment options available within its new Aberdeen SIPP.
Jersey-based wealth manager Team plc has acquired Guernsey-based Financial Planning business EPIC Funds Services Guernsey for £800,000.
The FCA said its registration portal My FCA “has proven to be a real success” after its first 12 months.
In a sea of misery and general economic depression, it’s good to see that the humble ISA has brought some cheerier news by creating an unexpected plethora of new millionaires.
The FCA has rejected criticism by the Complaint Commissioner of its handling of consumer complaints about its probe into the British Steel Pension Scheme transfer debacle.