Justin Urquhart Stewart, one of the founders of platform 7IM and a well known TV and radio financial commentator familiar onscreen for his red braces, retired recently from 7IM. But instead of hanging up his boots at 65 he has thrown his weight behind a new SME investment start up called Regionally where he is chairman. Financial Planning Today editor Kevin O’Donnell interviewed him via video call about the new business and its plans.
Read more ...Newsmakers: 7IM founder on launching new venture at 65
- Tuesday, 22 September 2020
- Articles

Sharp decline in clients looking to pass on wealth
- Tuesday, 22 September 2020
- Articles

Smaller numbers of clients are looking to pass on cash to loved ones as clients come to terms with the challenges of sustaining retirement savings, according to new research.
Read more ...Frenkel Topping shifts acquisition strategy
- Tuesday, 22 September 2020
- Articles

Financial adviser Frenkel Topping is to shift its acquisition strategy away from the IFA market due to a lack of “suitable” targets.
Read more ...iPensions launches platform SIPP
- Tuesday, 22 September 2020
- Articles

iPensions Group, recently rebranded from Momentum Pensions, has launched The Platform SIPP to enable advisers and clients to consolidate their pensions into an online managed SIPP solution.
Read more ...Equilibrium Financial Planning passes £10m turnover
- Tuesday, 22 September 2020
- Articles

Equilibrium Financial Planning has surpassed £10m annual turnover for the first time in the company’s history with recorded turnover of £10.25m, an 8% increase on last year.
Read more ...Chartered Planner joins Thomas Westcott
- Tuesday, 22 September 2020
- Articles

Chartered Financial Planner Simon Valentine-Marsh has joined Thomas Westcott Chartered Accountants as the firm continues to expand its Financial Planning.
Read more ...FCA CEO Woolard urges new regulatory model
- Monday, 21 September 2020
- Articles

In his final speech as interim FCA CEO Christopher Woolard has urged the UK to seek a new regulatory model as it faces up to some ‘painful lessons.'
Read more ...James Hay hires new CEO as Conway exits
- Monday, 21 September 2020
- Articles

Platform and SIPP firm James Hay has appointed former LV= group CEO Richard Rowney as its new chief executive to replace Alastair Conway.
Read more ...Options parent ‘disappointed’ by Adams case appeal
- Monday, 21 September 2020
- Articles

SIPP and cross-border financial services firm STM has expressed “disappointment” at the Court of Appeal’s decision to allow a challenge to the judgment in the long-running ‘Adams’ case.
Read more ...IWP acquires Sussex Financial Planner firm
- Monday, 21 September 2020
- Articles

Independent Wealth Planners has acquired Southern-based Financial Planning firm Hunter Hammond Daniel Associates to establish its first presence in Sussex.
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