A Chartered Financial Planning firm has been awarded a contract extension to provide advice to the £1million jackpot winners of Premium Bonds.
Read more ...Financial Planners will get chance to win contract for £1m jackpot advice from Autumn
- Monday, 06 February 2017
- Articles

FCA issues scam warnings over two firms
- Monday, 06 February 2017
- Articles

The FCA has issued warnings today about two firms which it says may have been providing financial services or products in the UK without authorisation.
Read more ...Mattioli Woods buys Amati Global Investors for £3.3m
- Tuesday, 07 February 2017
- Articles

Wealth manager and Sipps specialist Mattioli Woods has entered into a deal to buy specialist fund manager Amati Global Investors Limited from Amati Global Partners LLP for £3.33m.
Read more ...Upheld Sipps complaints increase, FOS stats show
- Tuesday, 07 February 2017
- Articles

The proportion of Sipp complaints upheld during this financial year is higher than the last, with one quarter still to go.
Read more ...Financial Planning firm celebrates accreditation success
- Tuesday, 07 February 2017
- Articles

A Financial Planning business in Northern Ireland is celebrating accreditation recognition today.
Read more ...Chartered planner: NS&I rate cuts 'devastating for millions'
- Tuesday, 07 February 2017
- Articles

A Chartered Financial Planner has described NS&I interest rate cuts as “another devastating blow for millions of savers”.
Read more ...Tilney hiring spree: CISI Fellow joins after Towry name drop
- Tuesday, 07 February 2017
- Articles

Tilney has continued its hiring drive following the takeover of Towry by appointing the first investment manager in its Bristol office.
Read more ...Best tax adviser named among EIS award winners
- Tuesday, 07 February 2017
- Articles

The Enterprise Investment Scheme Association has revealed its winner for best tax adviser of the year, among a range of industry awards.
Read more ...Julie Lord: Planners should consider this after Rory Percival warning
- Tuesday, 07 February 2017
- Articles

Julie Lord column
Former FCA technical specialist Rory Percival believes that problems still exist around approaches to, and understanding, of capacity for loss for clients, writes Julie Lord.
Read more ...Virtual assistant built to cut need for financial advisers
- Wednesday, 08 February 2017
- Articles

A video virtual assistant has been designed to provide financial guidance and cut out the need to see a professional adviser.
Read more ...