Magenta Financial Planning in Bridgend, South Wales, has been awarded Exemplar Employer ‘Leading’ status by gender equality charity Chwarae Teg for its efforts to improve its workplace culture and practices.
Read more ...MHA Carpenter Box appoints new partner
- Tuesday, 17 April 2018
- Articles

MHA Carpenter Box Wealth Management has made head of wealth management Roy Thompson DipPFS a partner.
Read more ...Survey shows getting rich is a top priority for many
- Monday, 16 April 2018
- Articles

New research from wealth manager Tilney shows the different priorities Britons have when it comes to their finances across the different age groups.
Read more ...Defaqto launches guide to reviewing workplace pensions
- Monday, 16 April 2018
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Zurich reports jump in protection claim payments
- Monday, 16 April 2018
- Articles

Zurich has revealed a significant increase in claims paid to protection customers in 2017.
Read more ...Coutts launches private social media networking site
- Monday, 16 April 2018
- Articles

Coutts has launched a new social media platform called Coutts Connect to enable its network of clients to "meet, introduce and interact" with each other online in a safe and secure environment.
Read more ...Planner boosts clients to more than 950 in record 18 months
- Monday, 16 April 2018
- Articles

A Lancashire Financial Planner has increased her clients to over 950 after a period of “outstanding growth.”
Read more ...Martin Lewis and Deborah Meaden names used in scam
- Friday, 13 April 2018
- Articles

The names of MoneySavingExpert.com boss Martin Lewis and Dragon’s Den star Deborah Meaden were used to falsely endorse a “sickening” cryptocurrency scam, fraud investigators have warned.
Read more ...Chartered Planner wins accountant client referrals after top exam marks
- Friday, 13 April 2018
- Articles

A Chartered Financial Planner says he has already begun to win client referrals from solicitors and accountants after achieving top marks in a trust and estates planning exam.
Read more ...FSCS reveals rising complaints over British Steel advice firm
- Friday, 13 April 2018
- Articles

Thirty-four complaints have been made against the liquidated advisory firm at the heart of the British Steel Pension Scheme story.
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