Mattioli Woods chairman to step down

Joanne Lake, chairman of wealth manager and SIPP provider Mattioli Woods, is to step down next month.

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Exclusive: Support staff shortage hits Planner firms

Financial Planning firms have told Financial Planning Today that they have had their growth plans held back due to struggles in finding the right Paraplanning, compliance, IT and legal staff to join their teams.

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Fintuity expands ahead of virtual adviser launch

Digital IFA disruptor Fintuity has appointed a new chief operating officer and expanded its IFA team by 60% as it prepares for the launch of its virtual adviser proposition.

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Nottingham Planning firm adds Chartered adviser

East Midlands-based Financial Planning firm George Square Financial Management has added a Chartered financial adviser to its team to support the firm’s expansion plans.

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