SIPPs firm Curtis Banks launches new client portal

Independent SIPP operator Curtis Banks has launched a new secure client portal, signalling the latest development of its new SIPP product launched earlier this year – Your Future SIPP. 

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Using a SSAS to help a business move forward

Chartered Financial Planner Gavin Wood of Beckett Financial Services, in Suffolk, talks about how a SSAS was used to good effect to help two business owners sort out their business and personal planning.

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Financial Planning firm CEO reveals top client tips

Simon Cocking DipPFS, chief executive of Leodis Wealth, has revealed his tips for finding and keeping clients.

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HL CEO Chris Hill apologises over Woodford suspension

The chief executive of Hargreaves Lansdown has apologised to clients hit by the suspension of the Woodford Equity Income Fund.

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