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Law firm plans HNW advice launch

Legal firm Wildcat Law has applied for authorisation from the Financial Conduct Authority to offer independent financial advice to high net worth and mass affluent clients.

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SJP sees record net inflows of £2.91bn in Q1

Wealth manager St James's Place today reported record first quarter net inflows of £2.91bn (£2.90bn in Q1 202) and strong annual growth in funds under management of £151.25bn (up £15.79bn on Q1 2021).

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SJP partners get new vulnerable client tools

Wealth manager St James’s Place (SJP) has added two new tools for partners to help them to identify and support clients showing signs of financial vulnerability.

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Exclusive: Transitioning helped me find my Planner voice

Jamie Lowe, director and Financial Planner at True Self Wealth, has shared with Financial Planning Today what inspired him to set up a new Financial Planning firm focused on LGBTQ+ clients after transitioning gender to become a trans person.

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