Growing wealth manager makes new senior appointment

Arbuthnot Latham, wealth management and Financial Planning arm of the Arbuthnot Banking Group, has appointed a new head of its regional offices.

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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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FCA tells wealth managers to improve cost disclosure

The Financial Conduct Authority has called on the investment sector and wealth managers to improve the way they disclose costs and charges to clients following a review of the sector which found shortcomings.

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Financial Planner firm ties up 33rd acquisition

National Financial Planning and wealth management group Perspective Financial has today announced the acquisition of North West-based IFA practice, Investment Principles Ltd.

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