Southport-based Ludlow Wealth Management has acquired the two-office Scottish Financial Planner Whyte Sharp as it looks to expand in Scotland and nationally.
Read more ...Expanding Ludlow acquires Scottish Financial Planner
- Tuesday, 21 November 2017
- Articles

Key Retirement boosts live-in care options for clients
- Tuesday, 21 November 2017
- Articles

Key Retirement is linking up with live-in care provider Elder to increase the range of options for financial advisers supporting retired clients.
Read more ...3 directors banned for allowing pension liberation abuse
- Monday, 20 November 2017
- Articles

The directors of a payday loan company who used money from a pension liberation scheme to pay off company debts have been banned for a total of 20 years.
Read more ...Most advisers want pensions lifetime allowance scrapped
- Monday, 20 November 2017
- Articles

Nearly six out of 10 financial advisers want the pensions lifetime allowance abolished, according to a poll of 102 advisers by SIPP provider Momentum.
Read more ...Philanthropists donate £15bn since financial crisis
- Monday, 20 November 2017
- Articles

Almost £15bn in large £1m+ gifts has been donated by individuals, foundations and corporations over the past decade since the financial crisis, according to wealth manager Coutts Million Pound Donors Report.
Read more ...FCA and SEC warn of ‘fake regulator’ legitimising scams
- Monday, 20 November 2017
- Articles

The Financial Conduct Authority in the UK and its US equivalent, the Securities and Exchange Commission (SEC) have issued warnings about a ‘fake regulator.’
Read more ...Which? warns false use of Planner designations is rife
- Monday, 20 November 2017
- Articles

False use of CFP and Chartered Financial Planner designations are widespread on adviser directories, a Which? investigation has found.
Read more ...Chartered Institute warns of 2 new tax abuse penalties
- Friday, 17 November 2017
- Articles

The Chartered Institute of Taxation (CIOT) has warned that two “significant” new penalties for tax abuse have come into effect following Royal Assent to the Finance (No. 2) Act 2017.
Read more ...Jason Butler draws on clients' lives for new book
- Friday, 17 November 2017
- Articles

Chartered and Certified Financial Planner Jason Butler is to publish his second book this year - on financial well-being.
Read more ...Mobile investor surge helps HL top 1m clients milestone
- Friday, 17 November 2017
- Articles

The rise of the mobile investors has helped wealth manager and investment provider Hargreaves Landsown double client numbers in less than 5 years to reach 1 million clients.
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