A duo from Chartered Financial Planning firm Perceptive Planning are en-route back from their trip to provide aid to refugees from Russia’s invasion of the Ukraine.
Read more ...Exclusive: Perceptive Planning takes aid to Poland-Ukraine border
- Tuesday, 15 March 2022
- Articles

NS&I to refer £1m Premium Bond winners to Financial Planners
- Tuesday, 15 March 2022
- Articles

NS&I is to refer £1m Premium Bonds jackpot winners to Certified Financial Planners or Chartered Financial Planners.
Read more ...New Mattioli chair takes up role after delay
- Tuesday, 15 March 2022
- Articles

David Kiddie has taken up his new role as chairman of wealth manager and SIPP provider Mattioli Woods today after regulatory delays from the FCA in providing approval.
Read more ...Leading Financial Planner joins major family office
- Tuesday, 15 March 2022
- Articles

Leading Financial Planner Nick Toubkin, a key figure at London Financial Planning firm Strabens Hall, has joined international family office Stonehage Fleming as a director as it expands its wealth planning division.
Read more ...Net inflows increase 8% for Close Brothers AM
- Tuesday, 15 March 2022
- Articles

Net inflows increased 8% for Close Brothers Asset Management (CBAM) for the six months ending 31 January.
Read more ...Woodford fund wind up may take until 2023
- Tuesday, 15 March 2022
- Articles

Investors in the former Woodford Equity Income fund may have to wait until after the end of 2022 to see the wind-up of the fund completed.
Read more ...Planners on the impact of Russia's Ukraine invasion
- Monday, 14 March 2022
- Articles

Financial Planning firms have yet to see much impact from Russia's invasion of Ukraine, but have taken steps to reassure clients, according to leading Financial Planners.
Read more ...M&G appoints new chair after a year-long search
- Monday, 14 March 2022
- Articles

M&G has welcomed Edward Braham as its permanent chairman after a year-long search.
Read more ...Just 1 in 10 parents have sorted out estate planning
- Monday, 14 March 2022
- Articles

Only 13% of British parents have consulted a financial adviser about the best way to pass on their wealth.
Read more ...Fairstone boosts M&A team with new hires
- Monday, 14 March 2022
- Articles

Chartered Financial Planner Fairstone, one of the UK’s most acquisitive wealth managers, has hired Steve McNicol from the legal sector as its new chief development officer.
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