James Hay backs new CISI Financial Planning mentoring drive

Wealth manager and platform James Hay is supporting the CISI’s new Financial Planning Mentoring Scheme by offering its technical pensions helpline for scheme mentees and mentors. 

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James Hay client wins plummet 22%

Client wins at platform and SIPP provider James Hay fell 22% in the first 10 months of the year according to parent company IFG’s latest trading update.

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James Hay boosts support to advisers with new hires

Retirement wealth planning platform, James Hay, has strengthened its sales team with new appointments.

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Investment director parts company with Saunderson House

Financial Planner and wealth manager Saunderson House has parted company with its investment director Chris Sexton after 14 years, Financial Planning Today can exclusively reveal.

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