Mattioli Woods, the wealth management and SIPP business, has reported profit before tax up 36.7% to £13.4m for the year ended 31 May.

The Personal Finance Society has said it is working with schools and colleges to resume delivery of free financial education workshops in person across the country.

LEBC chief executive Jack McVitie has stood down temporarily due to illness and is currently undergoing medical treatment.

Ian Taylor, one of the founders of Transact and a former chief executive, is to step down as an executive director of the platform’s parent in February as he heads for retirement.

National advisory firm Beaufort Financial have appointed Gwilym Lloyd Jones as the new director of its North Wales firm, Beaufort Financial St Asaph & Chester.

The merger of Tilney and Smith & Williamson completed this morning with the group being renamed Tilney Smith & Williamson.

Unividual’s Chartered Financial Planner training programme, Unicademy, received over 200 applications within a day of advertising its 2020 programme.

Hargreaves Lansdown research director Mark Dampier has retired from the fund platform giant.

A tool to help people report suspicious emails, launched by the City of London Police and National Cyber Security Centre (NCSC) in April, has received over 1.7m reports of phishing since its launch.

Financial Planners need to take steps to help their high earning clients to mitigate the considerable financial hit they could take as a result of the Chancellor’s raid on high earners to pay for Britain’s Coronavirus recovery, according to the deVere Group.