Citywide Financial Partners based in Fetcham, Surrey, has become a CISI Accredited Financial Planning FirmTM, after passing rigorous selection criteria.
New research has found that the vast majority of grandparents want to leave their grandchildren a legacy and most want to ring-fence the money but they do no trust their children to pass on the money to their grandchildren.
The Chartered Institute for Securities & Investment has confirmed it will move its head office in London from Eastcheap to the iconic nearby Walkie-Talkie skyscraper.
Staff at Beacon Wealth of Cambridgeshire, along with colleagues at local law firm Jeffrey Mills Solicitors, held a Sports Relief Bake Off and managed to raise £180 for the charity.
Morningstar's fourth annual Global Asset Flows Report - examining 2015 mutual fund and exchange-traded product asset flows - has reported a sharp fall of around 33% in net fund inflows between 2014 and 2015.
Cash Isas have provided dismal returns in four of the past seven years after inflation is taken into account, according to a survey.
The Financial Planning Standards Board, owner of the international CERTIFIED FINANCIAL PLANNER certification programme outside the United States, is seeking papers from the global academic community for the first annual Academic Research Colloquium for Financial Planning and Related Disciplines.
Innovative fintech companies in Australia and the United Kingdom will have more support from regulators to enter the others’ market in what's being called a "world-first" agreement by regulators.
Two thirds of retirees will outlive their pension pots, a new report suggests.
Wild newspaper headlines about pension holders using the freedoms to splash out on Lamborghinis have helped Financial Planners steer their clients away from rash and damaging decisions.