Independent Wealth Planners has acquired Southern-based Financial Planning firm Hunter Hammond Daniel Associates to establish its first presence in Sussex.
NS&I is to make sweeping cuts to most of its savings products from 24 November.
Wealth manager and Financial Planner Kingswood Holdings has reported a hit to new business from the Coronavirus pandemic but says it is beginning to recover.
Schroder’s Cazenove Capital business is to acquire London-based UHNW family office Sandaire in a drive to expand its wealth management business globally.
The financial damage caused by the Coronavirus pandemic is boosting demand for financial advice - with many consumers wanting face to face advice, according to research from adviser network Openwork.
The Financial Services Compensation Scheme has launched a campaign to encourage more savers to ask financial advisers and providers more questions about how their money is protected.
The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.
Wealth manager and Financial Planner Kingswood is to acquire Surrey-based Chartered Financial Planner firm Regency Investment Services for £3.45m.
Men are six times more likely than women to believe their investments will return to their pre-pandemic values within 12 months, according to new research.
DB transfer values fell from July’s record-high to levels similar to pre-lockdown in August, while the number of members asking for a transfer value also declined, according to a new report.
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