Wealth manager buys third London Financial Planner

Expanding wealth manager The Private Office (TPO) has acquired John Lamb Wealth Management, a well known firm of Chartered Financial Planners in London.

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Firm appoints Chartered planner and breaks £250m funds barrier

North West IFA Acumen Financial Partnership has broken through the £250m barrier for funds under its management.

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Guest Column: Why clients are more tech-savvy than you think

I’ve just bought my dad an Echo dot for his 73rd birthday. He loves it. He’s also signed up to Netflix, stays in touch by WhatsApp and ‘likes’ everything I post on Facebook, writes Tessa Lee, MD of moneyinfo.

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Guest Column: Freeing Paraplanners to grow

There are heaps of events for Paraplanners nowadays; high quality seminars, conferences and roadshows, many of which are specifically created by and for Paraplanners, writes Caroline Stuart.

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