Pareto Financial Planning has boosted its advisory team with the appointment of Matthew Lynch.
Thousands of pension savers have breached lifetime allowance ‘protections’ in the past 12 years, potentially landing themselves with tax bills running into hundreds of thousands of pounds.
Nucleus, the adviser-built wrap platform, has partnered with consultant and former FCA technical specialist Rory Percival to launch a white paper on the rules and regulations around suitability specifically aimed at financial advisers.
The Financial Services Compensation Scheme (FSCS) has published new research into consumer understanding of FSCS protection limits.
The Chartered Insurance Institute (CII) has announced an overhaul to its annual awards which celebrate talent at its local institutes and standards of excellence among its global membership.
Wealth and tax management and accountancy firm MHA Carpenter Box has opened a new Brighton office.
Independent financial advisory firm deVere has hit out at ‘more fudging’ in the UK’s Brexit delay.
New figures released today by Tilney have shown the firm has arrested a decline in assets, but inflows were still down.
Smith & Williamson has been appointed by Truro-based independent financial advisers Worldwide Financial Planning to provide its 5-star Defaqto rated managed portfolio service to clients.
The Financial Conduct Authority (FCA) has fined Standard Chartered £102,163,200 for anti-money laundering (AML) breaches in two higher risk areas of its business.