Merged Tilney Smith & Williamson has 265 financial planners
And assets under management of £47bn
And assets under management of £47bn
Investment firm announces departure of three managers, as fund names board member
SJP graduate says people ‘try and take advantage’ and ‘target’ stars because of how much they earn
But assessment process likely to go on until the end of 2020
Contradictory statements highlight fragmented M&A deal
Company was sold one day after administrators were appointed
But financial advisers still critical to help clients navigate the next few months
Increasing regulatory requirements have made the process seem like a ‘daunting task’
Comprehensive training will ‘foster a new generation of advisers’
Building up a big nest egg could come with a sting in the tail
Failing to form a relationship with a client’s spouse means IFAs are losing business
Victims put off sorting out their finances for fear of being scammed again