A Chartered Wealth Manager who says he predicted the financial crash of 2008 the year before it happened has been hired by Brooks Macdonald.
Read more ...New job for Chartered Wealth Manager who forecast 2008 crash
- Thursday, 04 August 2016
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Wealth managers shun social media to reach HNW clients
- Friday, 29 July 2016
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Many wealth managers are failing to communicate with high net worth clients via social media.
Read more ...Wealth firm's EU poll finds 54% intend to vote to remain
- Wednesday, 22 June 2016
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An EU referendum opinion poll carried out by a wealth firm found 54 per cent wanted to remain and 46 per cent favoured leaving.
Read more ...Charles Stanley to expand Financial Planning arm
- Thursday, 16 June 2016
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Charles Stanley says it plans to become the “UK’s leading wealth manager” by 2020 and will launch a separate Financial Planning arm as part of this strategy.
Read more ...Four new staff hired by advice firm as it looks to expand further
- Tuesday, 31 May 2016
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A Bury-based financial advisory firm had made a quartet of appointments – with more on the cards.
Read more ...We'd never pay anything for advice, says chunk of wealthy investors
- Wednesday, 25 May 2016
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Nearly 4 out of 10 wealthy UK investors aged 40 or above would never pay any amount for financial advice, research has indicated.
Read more ...Boris Johnson's ex-adviser helps head up new wealth manager
- Tuesday, 24 May 2016
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A former partner at Goldman Sachs and Boris Johnson’s chief economic adviser when he was London Mayor are heading up a new discretionary wealth management service.
Read more ...Wealth firm creates 15 jobs at new offices
- Friday, 08 April 2016
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A wealth management company has opened a new office in Salisbury, creating 15 jobs, with further recruitment of qualified planners also on the cards.
Read more ...Financial Planning firm creates new Midlands wealth team
- Thursday, 17 March 2016
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A Financial Planning firm has created a new West Midlands wealth management team and hired a Chartered Financial Planner to be part of it.
Read more ...Seminal changes in retirement taking place, report finds
- Wednesday, 09 March 2016
- Articles

As many as four out of ten non-retired over-60s today feel unprepared for their retirement, a report found.
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