Schroders subsidiary hires ex-Sandringham FP CEO
He will take on the role of managing director of financial planning
Tim Sargisson
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PEOPLE MOVES: Sandringham FP, Novia Financial, Pershing
CEO to leave advice firm, as platform hires chief technology officer
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M&G buys Yorkshire-based IFA firm
Deal adds £2.5bn in assets under advice to the group’s wealth division
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Advice firm sees 140% increase in regulatory fees
Industry needs to brace itself because ‘the prospect of any change soon is extremely unlikely’
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UK Chancellor orders review of capital gains tax rules
As government rolls out consultation seeking industry input
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Equity release advice ‘too transactional’, says Sandringham CEO
As UK regulator finds firms don’t always have evidence offering is ‘suitable’ for clients
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UK lifeboat scheme levy model a ‘broken system’
As economic secretary to the Treasury passes the buck to the regulators for action
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Advice firm ‘evolves’ from restricted to independent model
UK-based Sandringham is switching from a restricted model to an independent one and is on the hunt for the right type of IFAs as it looks to nearly double its adviser numbers before the end of the year, chief executive Tim Sargisson told International Adviser.