Expanding national Financial Planning and investment group One Four Nine has appointed industry veteran Chris Merry as its first chairman.
Read more ...Ascot Lloyd hunts for new CEO as Stockton exits
- Thursday, 01 February 2024
- Articles

Financial Planning firm Ascot Lloyd is searching for a new CEO to replace Nigel Stockton who is planning to stand down after running the business for eight years.
Read more ...Bank holds rate at 5.25% for fourth time
- Thursday, 01 February 2024
- Articles

The Bank of England kept its base rate at 5.25% today for the fourth time in a widely expected decision.
Read more ...Schroders Personal Wealth adds own platform
- Thursday, 01 February 2024
- Articles

Schroders Personal Wealth (SPW), the Financial Planning arm of Schroders and Lloyds Bank, is launching its own platform to give clients a better and more streamlined service.
Read more ...DD|hub launches SIPP product review service
- Thursday, 01 February 2024
- Articles

Due diligence fintech DD|hub has expanded its data services to cover SIPPs.
Read more ...Nationwide’s 300 Financial Planning staff move to Aegon
- Thursday, 01 February 2024
- Articles

Three hundred staff in Nationwide Building Society’s Financial Planning service have today completed their move to Aegon UK.
Read more ...Financial Planner launches in-house platform
- Thursday, 01 February 2024
- Articles

Expanding Financial Planner and accountancy firm Cooper Parry Wealth is to launch a new in-house platform powered by white label provider Seccl.
Read more ...SJP to launch first national TV ad campaign
- Wednesday, 31 January 2024
- Articles

Wealth manager St James’s Place (SJP) will launch its first ever national TV brand advertising campaign this year to promote the benefits of financial advice.
Read more ...HNW clients paying £10k a year to family members
- Wednesday, 31 January 2024
- Articles

New research suggests that on average HNW individuals are providing £10,000 of support a year to hard-pressed family members.
Read more ...Evelyn gross inflows up 50% as ‘headwinds’ ease
- Wednesday, 31 January 2024
- Articles

Financial Planner and wealth manager Evelyn Partners has reported a recovery in inflows as inflationary headwinds have eased, with gross inflows up 50% to £2.1bn in Q4 2023.
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