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It is no surprise that the pandemic has nudged, encouraged and, to be fair, forced quite a few people to rethink their retirement plans.

Friday, 23 July 2021 11:59

2 new recruits joins Planner wellbeing initiative

Written by Kevin
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The Initiative for Financial Wellbeing, a non-profit membership organisation set up by Financial Planning firm entrepreneur Chris Budd, has been joined by two new recruits.

Friday, 23 July 2021 10:54

Shareholders back £40m Tavistock Wealth sale

Written by Kat Mitchell
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Shareholders in wealth manager and Financial Planner Tavistock Investments have voted at a general meeting in favour of selling the firm's multi-asset arm, Tavistock Wealth Limited, to Titan Wealth Holdings for £40m plus an earn-out.

Friday, 23 July 2021 08:48

Ex-Quilter rep banned by FCA after conviction

Written by Kevin
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The FCA has banned former Quilter appointed rep David Nicholas King indefinitely after he was convicted of a number of theft offences.

Friday, 23 July 2021 08:07

CashCalc launches iOS and Android app for advisers

Written by Kevin
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Financial Planning software firm CashCalc, recently sold to FE fundinfo, has unveiled an app for iOS and Android which can be used by financial advisers and their clients to improve communication.

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