West Yorks-based Chartered Financial Planning firm Berry & Oak has thrown its weight behind the CISI’s Financial Planning Week with a number of initiatives aimed at boosting the Financial Planning profession.

Transfer valued endured a volatile September, according to the latest data from XPS Pensions Group.

The FCA has issued a public warning about a clone firm using the name of respected Financial Planning firm boosst.financial.

Schroders has made changes to its leadership with Schroders Personal Wealth CEO James Rainbow moving to UK and Latin America Distribution head.

Investment management firm Walker Crips Group has launched EnOC Technologies (EnOC), a new company providing cloud-based regulation software to the wealth management industry.

Ascot Lloyd expects to complete a further eight acquisitions before the end of the year it has been revealed.

The CISI’s Financial Planning Week got under way today, with the event running until Friday.

Over 400 trustees and employers of UK pensions schemes attending the XPS Pensions Group’s annual conference last week believe they must “make a difference to climate change”, with 60% of schemes having already moved away from a traditional investment approach.

London-based adviser Marc Burman is offering a free one-hour Financial Planning surgery anytime next week, during Financial Planning week, which starts today. 


The board of Smith & Williamson has revealed the appointment of Carla Stent as a non-executive director.