Wealth manager opens office in Cheltenham
It is the company’s 13th operation across the UK and Channel Islands
It is the company’s 13th operation across the UK and Channel Islands
Founder has retired after selling his business
‘Even where people ask for a quote, they are far less likely to turn that into a transfer’
Change means that ‘regulated financial firms could be swept up in it’
‘To erode a system which is already behind many other first world nations may be short-sighted’
Regulator to ‘streamline how we reach these decisions’ and make system ‘quicker and less complex’
UK chancellor hints at pausing the policy for the next financial year
Professional body to seek views on how it can help ‘all communities’ over the next 5 years
‘UK Equity Income was the least popular sector in May and has continued to face challenges’
Advice firm names CEO of its electronic money operation, as insurance giant makes c-suite change
Legal challenge focuses on relationship between IFAs and unregulated introducers
As we emerge from the global health crisis, how can advisers increase trust with their clients?