Financial Planner and wealth manager’s top 6 tax tips

Investors should not let uncertainty distract them ahead of tax year end according to wealth manager and Financial Planner Saunderson House, which unveiled its top 6 tax efficiency tips.

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Wealth management firm expands with Edinburgh hire

Preston-based Ludlow Wealth Management Group is growing its presence in Edinburgh with a new hire.

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Mattioli Woods cuts 18 jobs in ‘efficiency’ drive

Wealth manager and SIPP firm Mattioli Woods has made 18 staff redundant from a workforce of 622 as it pushes through “operational efficiencies” following  a period of rapid expansion and acquisition.

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Wealth manager appoints new CEO and board member

A Yorkshire-based wealth management firm Leodis Wealth has appointed a new chief executive and promoted a new member to its board of directors.

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