Wealth manager St James’s Place saw profits slump in 2019 after a “challenging year” for the wealth management sector.
Chartered Financial Planning firm Belmayne is among the first firms in the East Midlands to sign up to a new professional code of practice governing pension transfers.
Families could be paying an avoidable tax bill of more than £80,000 because parents are too embarrassed to talk to their children about their financial future, according to new research.
Independent SIPP provider Curtis Banks has launched its new ‘Your Future SIPP’.
Punter Southall Aspire, the savings and workplace pensions business, has acquired JDP Financial Services, a firm of independent Chartered Financial Planners based in Bedford, for an undisclosed sum.
A Yorkshire-based Chartered Financial Planner has gained Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA).
A software tool designed to predict the success of long-term retirement strategies has completed a seed-funding round.
A new firm, Pension Advice Specialists (PAS), which offers advice on pension transfers has warned of a gap in the availability of guidance.
Two directors at Sipp provider Taylor Patterson have qualified as Chartered Financial Planners.