A police probe has been launched into the collapse of an inheritance planning wealth management firm.

Two firms, including a Chartered Financial Planner, have announced they are restructuring to become unified under one brand.

Experts were left enthused by Financial Planning Week and described the event as “amazing”.

The board of directors of the Chartered Institute for Securities & Investment (CISI) hailed the election of Michael Cole-Fontayn MCSI as chairman.

Baroness Ros Altmann is due to give a prestigious lecture on pensions at London’s University of Westminster.

Mark Neale, chief executive of the Financial Services Compensation Scheme (FSCS), will step down on 3 May 2019 after nine years in the role.

Independent wealth management group KW Wealth has bolstered its investment strategy team with two new hires.

Convicted sex offender Frank Cochran’s advisory firm has slumped into administration, according to the FCA register.


Financial Planning and wealth management group Tilney has recruited a team of five highly-experienced wealth managers to focus on supporting ultra-high net worth clients.  

The Chartered Body Alliance - the professional body group backed by the CII and CISI - has urged the FCA to beef up its plans for a directory of individuals to make it easier for consumers to find advisers committed to high professional standards.