Yorkshire solicitors Lupton Fawcett LLP has settled a High Court claim brought by the FCA and apologised for the firm's involvement in an unlawful and unauthorised care home investment scheme which saw investors lose £57m.

The CISI’s Financial Planning Week - its annual campaign to promote the benefits of Financial Planning to consumers - gets under way today (Monday 27 Jan).

Property and pensions are the key elements of household wealth, according to the latest Wealth & Assets survey from ONS - but households have hugely different ownership of both.

Financial Planning and tax experts have welcomed comments this week from Chancellor Rachel Reeves at the Davos World Economic Forum that she may soften a Budget crackdown on non-dom individuals.

Wealth manager and investment firm Titan Wealth has continued its acquisition trail with a deal to buy £535m AUM Jersey Financial Planning firm Advisa Wealth.

Aberdeenshire-based Acumen Financial Planning has promoted Keith Mackie to become its new group managing director.

The Financial Ombudsman Service (FOS) is expecting to deal with 4,000 more fraud and scam cases in the banking and loan sector over the next 12 months - a rise of over 12%.

The Quilter Investment Platform and Aviva Platform were the two most recommended adviser platforms in 2024, substantially ahead of their rivals, according to new data.

Gross inflows into Quilter’s platform from IFAs rose 91% year-on-year during the fourth quarter of 2024.

Financial Planning firms make up the bulk of firms on the FCA register offering ‘holistic advice’, according to a new report from financial services adviser consultancy Autus.