Last year 15.8m UK adults who likely needed financial guidance failed to receive regulated financial advice, the FCA has revealed in its new Financial Lives 2024 survey.
Read more ...Platforms reap best sales for 3 years in Q1
- Friday, 16 May 2025
- Articles

Despite market turmoil in recent times, platforms enjoyed their best net sales for 3 years in Q1, according to platform consultant Fundscape.
Read more ...Trump tariffs will deter clients from investing say IFAs
- Friday, 16 May 2025
- Articles

The vast majority of financial advisers (78%) believe that US President Trump’s sweeping tariffs will cut clients’ appetite to invest.
Read more ...ISA provider and adviser firm goes into administration
- Friday, 16 May 2025
- Articles

A financial adviser and ISA provider has gone into administration a few days after the FSCS launched an investigation into the firm.
Read more ...HMRC orders lawyer to cease tax avoidance schemes
- Friday, 16 May 2025
- Articles

HMRC has ordered a struck-off solicitor and former barrister to stop promoting two tax avoidance schemes.
Read more ...Pension transfer delays damaging adviser client relations
- Friday, 16 May 2025
- Articles

4 in 5 (79%) of financial advisers believe delays in pension transfers have had a moderate or severe impact on client trust, according to a new report.
Read more ...Under 1 in 10 seeking financial advice
- Friday, 16 May 2025
- Articles

Just 8.6% of those surveyed by the FCA for its latest Financial Lives survey had received financial advice on investments, pensions or retirement planning in the previous 12 months.
Read more ...Brooks Macdonald looks to Blackrock for new COO
- Thursday, 15 May 2025
- Articles

Wealth manager Brooks Macdonald has appointed Karen Charlery as chief operating officer.
Read more ...VouchedFor clients vote Lancashire Planner a winner on service
- Thursday, 15 May 2025
- Articles

Lancashire-based Financial Planner Brett Garlick of Bury Financial Advisers won the Financial Adviser of the Year category at the recent VouchedFor Client Experience Awards.
Read more ...UK economy grows faster than expected in Q1
- Thursday, 15 May 2025
- Articles

UK GDP grew by 0.7% in the first three months of 2025, above what most economists had expected.
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