An IFA that was originally set up to focus solely on providing advice to music and entertainment stars has signed a deal to provide offshore pension and Financial Planning advice to expatriate pension scheme members and pensioners.
Read more ...Music star advice firm sets up expat Financial Planning partnership
- Tuesday, 01 August 2017
- Articles

PFS and CII undergo group re-branding with new look
- Tuesday, 01 August 2017
- Articles

Pensions firm wants advice allowance and adviser charging combined
- Monday, 31 July 2017
- Articles

Aegon has called for the pensions advice allowance and adviser charging to be combined.
Read more ...Chartered planner launches insurance broking service
- Monday, 31 July 2017
- Articles

A Chartered Financial Planner’s firm is widening the services it provides to clients by moving into insurance broking.
Read more ...Chartered planner’s boutique wealth firm hires 3 advisers
- Monday, 31 July 2017
- Articles

A boutique wealth management firm run by a Chartered Financial Planner has gone on a hiring spree with a triple appointment.
Read more ...Mark Polson: Platforms so often miss basics that make planners happy
- Monday, 31 July 2017
- Articles

Financial Planning Today magazine recently conducted a reader’s survey, which found about 26% looking to switch platform because they felt the service failed to be adequate.
Read more ...IHT surge: Chartered planner warns of ‘catastrophic effect on family wealth’
- Friday, 28 July 2017
- Articles

Inheritance tax receipts have surged by 22.9% in the first quarter of the tax year, HMRC figures show, prompting a Financial Planner to warn of the possible ‘catastrophic effect on family wealth’.
Read more ...New soft skills course launched for qualified advisers
- Friday, 28 July 2017
- Articles

The Financial Adviser School will launch a standalone soft-skills-only course for qualified advisers.
Read more ...Cofunds/Aegon platform to be ‘most user friendly’ in market
- Friday, 28 July 2017
- Articles

Bosses working on combining the Cofunds and Aegon platforms say their ambition is to create the “most user friendly experience” in the market.
Read more ...‘Dreadful year’ client rescued by Chartered planner’s cashflow plan
- Thursday, 27 July 2017
- Articles

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.
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