Perspective Financial Group has revealed its first acquisition in the capital with the purchase of a Financial Planner and wealth manager.

Chris Budd, chairman of Financial Planning firm Ovation Finance has explained why he made employees the boss at the firm.

HRH Prince Charles has welcomed around 1,900 delegates to the 72nd CFA Institute Annual Conference in London.

Now Pensions has revealed it has submitted an application for master trust authorisation to The Pensions Regulator (TPR).

Adviser network Openwork has launched an expansion of its market-leading Openwork Academy with a record intake and plans for further growth during the year.

Financial Planning firm Quilter has praised initiatives like this week’s Mental Health Awareness Week in breaking stigma and encouraging conversations about money.

Brewin Dolphin’s profits have dipped according to the firm’s latest half year figures.

The Financial Services Compensation Scheme has today launched a registration scheme for victims of the £236m failed mini-bond provider London Capital & Finance (LCF) as it “explores possible grounds for compensation.”

Membership of the CISI, the professional body for UK-based Certified Financial Planners, has risen by 18% in the UAE as more local professionals seek internationally-recognised qualifications.


Financial and professional services firm Smith & Williamson is set to move to a new City of London site.