Financial Planning and wealth management firm SG Wealth Management’s managing director, Stephen Girling, has successfully completed a buyout of the business he founded almost 18 years ago with co-director Neil Shillito.
Read more ...Managing director completes buyout of Financial Planning firm
- Friday, 24 August 2018
- Articles

Regular savers have better mental health than non-savers - survey
- Friday, 24 August 2018
- Articles

Almost three in four regular savers feel ‘happy’ and have better mental health than non-savers, according to a new survey.
Read more ...Adviser launches fintech investment app
- Thursday, 23 August 2018
- Articles

IFA firms get warning over insurance cover
- Thursday, 23 August 2018
- Articles

Insurance broker business leaders have warned IFAs to take action now to ensure they give themselves the best chance of securing compliant cover at their next renewal date.
Read more ...Chartered Financial Planner nominated for top award
- Thursday, 23 August 2018
- Articles

Chorley-based business True Bearing Chartered Financial Planners has been been shortlisted for a top award.
Read more ...Financial Planner's new book 'exposes truth' about investments
- Thursday, 23 August 2018
- Articles

A Chartered and Certified Financial Planner with more than 30 years in the profession has penned a book revealing the untold story of the truth about investment funds.
Read more ...AFH buys Sussex Financial Planner in £2.6m deal
- Thursday, 23 August 2018
- Articles

Wealth manager and Financial Planning firm AFH has announced its 10th takeover in the past 12 months with the purchase of Sussex-based Financial Planner Harvey Curtis which has 1,300 clients.
Read more ...Tilney recruits new Financial Planner from Coutts
- Wednesday, 22 August 2018
- Articles

Expanding investment management and Financial Planning group Tilney has appointed Gary Jasper as a Financial Planner at its Chelmsford office as it ramps up recruitment.
Read more ...FOS upholds rising number of SIPP complaints as grumbles soar
- Wednesday, 22 August 2018
- Articles

The Financial Ombudsman Scheme has reported a sharp rise in the number of new SIPPs cases in 2018 and is upholding an increasing number of complaints.
Read more ...FSCS declares 9 firms in default including Financial Planner
- Wednesday, 22 August 2018
- Articles

The Financial Services Compensation Scheme (FSCS) has declared nine firms in default today, paving the way for consumers to be compensated for their losses.
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