A Chartered Financial Planning firm has won the contract to advise Premium Bonds £1 million jackpot winners. 

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A batch of 13 mortgage advisers have begun retraining to provide holistic Financial Planning.

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The PFS is to stage a new series of dedicated Financial Planning events this summer.

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A new version of FinaMetrica, the popular risk-profiling tool for Financial Planners, has been released.

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St. James's Place recorded an EEV operating profit up 36% last year to more than £900m - with the firm confident of 15-20% growth this year.

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Chase de Vere, the national IFA firm, has set up a partnership with The Chartered Institute of Building (CIOB), the professional body for construction managers which has 34,000 UK members.

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The co-founder and former chief executive of St James Place, Mike Wilson CBE, has died today.

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Aegon is shaking up its senior manager team, amid the integration of Cofunds and BlackRock’s UK Defined Contribution platform and administration business.

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Transact’s parent company IntegraFin has revealed its initial public offering plans value the platform provider at just under £650m.

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An IFA with 200 clients across England has sold his firm to expanding Financial Planner and wealth manager AFH Group for up to £738,000.

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