Wealth manager Brewin Dolphin has hired New Zealander Grant Parkinson as chief operating officer from private bank and wealth manager Coutts.
Read more ...Enhanced risk profile tool created by ex-Facebook staffer
- Tuesday, 09 May 2017
- Articles

An ex-Facebook employee’s risk profile tool with a ‘Financial Planning edge’ has been re-launched.
Read more ...Sipp firm fights legal battle with HMRC over near £2m sanctions
- Tuesday, 09 May 2017
- Articles

James Hay is fighting an HMRC charge of nearly £2million in connection with a probe into a non-standard investment.
Read more ...Julie Lord takes live public quizzing on Financial Planning
- Tuesday, 09 May 2017
- Articles

Former Institute of Financial Planning president Julie Lord will field questions from the public today about Financial Planning as part of a campaign to raise consumer awareness.
Read more ...Chartered Financial Planning group reveals another takeover
- Monday, 08 May 2017
- Articles

Chartered Financial Planning group Fairstone Group has revealed another takeover this afternoon.
Read more ...Wealth Management Association and APFA to merge
- Monday, 08 May 2017
- Articles

The Wealth Management Association and The Association of Professional Financial Advisers have struck a deal to merge.
Read more ...Members of adviser body APFA vote for WMA merger
- Monday, 08 May 2017
- Articles

Members of adviser body APFA have voted to approved a merger with the Wealth Management Association.
Read more ...Financial Planning business wrapped up after takeover
- Monday, 08 May 2017
- Articles

A Financial Planning business is being wrapped up this week as it is merged into its new parent firm following a takeover.
Read more ...Financial Planning firm's Prince Philip warning for retirees
- Friday, 05 May 2017
- Articles

A Financial Planning firm is using the case of the Duke of Edinburgh to highlight the importance of retirement planning.
Read more ...Sipp breaks £1bn barrier as Parmenion marks 10th birthday
- Friday, 05 May 2017
- Articles

Parmenion has announced that its Sipp has broken through £1bn assets under management barrier as it marks its 10 year anniversary.
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