Financial Planners Phil Billingham, David Crozier and Shannon Currie provide an update on their long-running campaign to raise money and support the people of war-torn Ukraine and refugees in neighbouring Moldova.

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Macclesfield-based pension adviser The Chambers Partnership Ltd (FRN 495472) has been declared in default by the FSCS, opening the door to at least one compensation claim.

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Fast growing Scottish Chartered Financial Planning firm Acumen has added 16 new staff in 2023, it reported this week.

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The UK has struck a new deal with Switzerland which will enable UK wealth managers to more easily serve Swiss clients, and vice versa.

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For my last column of 2023, rather than give you my eagerly-awaited insights into the latest developments in the Financial Planning profession and financial services, I thought it would be useful to look at other worthwhile things that Financial Planners do when they are not providing financial advice.

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Happy New Year to all our readers, advertisers and supporters from the team at Financial Planning Today.

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Jersey-based wealth manager and financial services group TEAM plc has acquired its third Financial Planning business, it announced today.

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Wednesday, 27 December 2023
Articles

Troubled wealth manager and Financial Planner WH Ireland has reported saw bigger losses and a sharp drop in revenue in interim results out today.

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Wednesday, 27 December 2023
Articles

The Spring Budget 2024 will take place on 6 March, the Treasury confirmed today.

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The FCA has warned investors this week to beware of persistent scammers trying to clone the Hargreaves Lansdown (HL) website.

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