Leeds-based Chartered Financial Planning firm Manse Capital has promoted Paul Everett, previously operations director, to managing director and made a number of new hires as part of its long-term expansion plans.
Acquisitive wealth management and Financial Planning group European Wealth has said that CEO John Morton, one of the founders of the company, has decided to step down from the board and the group after taking a leave of absence earlier this month.
Three people have been banned from acting as pension trustees over suspicions that millions of pounds were scammed from investors whose pensions were transferred to schemes of which they were trustees.
The Chartered Institute for Securities & Investment’s new Level 6 Certificate in Pension Transfers & Planning Advice has received approval from the FCA, says the professional body.
National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances.
Brown Shipley, the wealth and investment management firm, has added two new appointments to its Edinburgh office, including an executive from a Financial Planning firm bought by the company in 2015.
SIPP specialist Momentum Pensions has widened its range of investment choices to add passive, ethical and Sharia options as well as a guaranteed income investment and a tie-up with low cost fund provider Vanguard.
Equity release and later life provider Key Retirement has promoted Will Hale to chief executive and announced plans to increase its total number of equity release advisers to more than 200 by next year.
The Personal Finance Society has confirmed Thornton’s Sharon Sutton as its new President for 2017/18 and appointed ex-FCA technical specialist Rory Percival to its board.
Nearly three in 10 people place saving for retirement at the top of their savings agenda although the overall level of savings remains woeful, a new survey has found.