London-based Chartered Financial Planning firm Partners Wealth Management (PWM) has recruited six new partners, including three Chartered Financial Planners.
STM Group, the international financial services provider which owns Carey Pensions, has delayed its 2020 results following discussions with its auditors after the recent shock Adams v Carey court judgment.
Hazel Bowen, chair of the Norfolk branch of the Personal Finance Society, has joined wealth manager and Financial Planning firm Tilney Smith & Williamson.
The Financial Conduct Authority has banned former Dickinsons Financial Management adviser Simon Varley from working in financial services and fined him £68,300 for “lacking honesty and integrity.”
Aviva’s UK savings and retirement head Lindsey Rix has left the provider to join Canada Life after less than a year and a half at the helm.
Financial Planners will be able to compare over 530 ETFs from UK providers within the Investment Association’s sectors from Monday.
Wealth Manager Charles Stanley has reported a 13% rise in Financial Planning revenues for the year ending 31 March although overall revenues dipped by 1%.
Wealth manager and Financial Planner Quilter has written to the Prime Minister and the Minister for Digital and Culture calling on the government to include scams and other financial harms within the scope of the upcoming Online Safety Bill.
Six in ten Financial Planners expect to see an increase in assets under advice despite over half seeing their firms’ growth plans disrupted by the Coronavirus pandemic, according to new research.
Bamford Media, the company set up by leading Financial Planner Martin Bamford four years ago, has relaunched with a new name after the pandemic forced the business to make staff redundant and close its office.