Acquisitive Chartered Financial Planning firm Fairstone has increased client numbers by 10% to 65,000 over the past 6 months.
Read more ...CMA set to rule on FNZ/GBST merger inquiry
- Tuesday, 17 March 2020
- Articles

The Competition and Markets Authority is set to rule on the merger of the FNZ / GBST platform engines by the end of March.
Read more ...O&M MD Miller to retire after firm's sale to Iress
- Tuesday, 17 March 2020
- Articles

Financial technology firm Iress has acquired O&M Systems, paving the way for O&M MD Graham Miller to retire.
Read more ...Sanlam Wealth opens new office in Kent
- Tuesday, 17 March 2020
- Articles

PFS and CII cancel multiple events and exams
- Tuesday, 17 March 2020
- Articles

The Personal Finance Society has cancelled events and the Chartered Insurance Institute has postponed April written exam sittings in response to the Covid-19 outbreak.
Read more ...Four property funds suspended by managers
- Wednesday, 18 March 2020
- Articles

Three property funds have been suspended from dealing due to ‘turbulent’ market conditions and another remains suspended from last year.
Read more ...Profits up at Curtis Banks but uncertainty ahead
- Wednesday, 18 March 2020
- Articles

SIPP provider Curtis Banks has reported pre tax profit up by 8% to £10.9m for 2019.
Read more ...Govt delays IR35 tax changes to 2021
- Wednesday, 18 March 2020
- Articles

The Government has delayed the IR35 tax changes for the self employed until April 2021 but remains committed to introducing them.
Read more ...PFS axes all Q2 events to protect staff and members
- Wednesday, 18 March 2020
- Articles

The Personal Finance Society has instigated extensive plans to support its 40,000 members during the Coronavirus lockdown.
Read more ...NEW: Latest Financial Planning Today magazine out now
- Thursday, 14 November 2019
- Articles

The latest issue of the UK's premier bi-monthly magazine for Financial Planners, Financial Planning Today, has been published.
Read more ...