Close Brothers group chief executive Adrian Sainsbury has stepped down from his position to focus on his health, with effect from 6 January.
Read more ...Azets acquires Newcastle Chartered Planners Laurus
- Tuesday, 07 January 2025
- Articles

International wealth manager, Financial Planner and professional services firm Azets Wealth Management has acquired Newcastle-based Chartered Financial Planner Laurus Associates for an undisclosed amount.
Read more ...5.4m warned of imminent tax return deadline
- Tuesday, 07 January 2025
- Articles

With less than a month to go, 5.4m taxpayers still need to complete and pay their tax self-assessment and avoid penalties, HMRC has warned.
Read more ...Phil Billingham: Why big banks suck at client service
- Friday, 14 February 2025
- Articles

We have had a few ‘interesting’ interactions with clients and providers this week. One client is struggling with their bank. In essence, they have banked with them for over 50 years, and have always had a ‘personal banker’. They used to be called bank managers….
Read more ...Phil Billingham: Time for a wake-up call - for me
- Friday, 14 February 2025
- Articles

I’ve had a few wake up calls recently that have reminded me that I am now officially too old to die young.
Read more ...Phil Billingham: Where are the Jet Packs?
- Friday, 25 April 2025
- Articles

As a child who grew up in the 1960s and 1970s, I feel vaguely cheated. Between Tomorrows' World, Blue Peter and Magpie, I definitely feel we were promised individual jetpacks by now. But somehow that has not happened.
Read more ...Divorces delayed because of financial pressures
- Monday, 06 January 2025
- Articles

One in six (17%) of divorces in the last five years were postponed due to financial pressure according to new research, with the majority of splitting couples declining to use a financial adviser.
Read more ...Charities set to increase investment risk
- Monday, 06 January 2025
- Articles

Charity leaders expect their investment risk appetite to increase in the next two years with four fifths - 81% - agreeing that is the case, although many fear a market correction.
Read more ...New chair of CISI Paraplanner Interest Group
- Monday, 06 January 2025
- Articles

The Chartered Institute for Securities & Investment has appointed Chartered Financial Planner Steven McBurnie as the new chair of its Paraplanner Interest Group (PPIG).
Read more ...Hoxton Wealth adds Financial Planner to UK team
- Monday, 06 January 2025
- Articles

Fast-growing international Financial Planning firm Hoxton Wealth has added Jordan Maxwell as a Financial Planner in its UK team.
Read more ...