Financial Planning and accountancy firm Old Mill has promoted three of its wealth management team and launched a recruitment drive as part of plans to double in size in the West Country.

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The Financial Conduct Authority has postponed its Annual Public Meeting as it observes a period of official mourning following the death of the Queen.

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Monday, 12 September 2022
Articles

The next issue of Financial Planning Today magazine, due to be published this week, has been deferred to next week until after the Queen’s funeral. 

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Financial Planning and wealth management firm Evelyn Partners has added technology specialist Kjersti Wiklund to its board as part of its digital innovation drive.

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Acquisitive Financial Planning firm Fairstone has entered the Irish market with a deal to buy PAX Financial, a major player in the republic's advice market.

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Bristol-based Clifton Asset Management has acquired Gloucestershire-based financial adviser Noble James Associates for an undisclosed sum.

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Women are, on average, working for nearly four additional years before exiting the labour market compared to the counterparts in the mid-nineties, new statistics from the ONS revealed this week.

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The Personal Finance Society, the professional body for Chartered Financial Planners, has revealed more details of the programme for its upcoming PFS Festival of Financial Planning, one of the UK's biggest Financial Planning events.

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Cashflow modelling software provider CashCalc and the new Morningstar-owned platform Wealthcraft, formerly Premium, have launched two way integration via an API to improve connectivity and save Financial Planners time.

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The Financial Planning profession has paid tribute to The Queen who died yesterday at 96 at her summer home in Balmoral, Scotland.

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