Curtis Banks Group achieved an operating profit of £1.631million and administered 67,161 Sipps in the six months to the end of June.
Read more ...Profits and Sipps administered increase at Curtis Banks
- Tuesday, 06 September 2016
- Articles

Revealed: Top 5 most complained about advice firms
- Tuesday, 06 September 2016
- Articles

Sesame topped the advice firm complaints league for the first half of the year with twice as many as second placed Openwork.
Read more ...'No hiding place for Sipp firms over new FCA rules'
- Monday, 05 September 2016
- Articles

There is no hiding place for businesses failing to meet the new capital adequacy rules, a Sipp firm managing director says.
Read more ...Global Financial Planning chief and 3 ex-IFP presidents in line up
- Monday, 05 September 2016
- Articles

The chief executive of the global body for Financial Planning and three former IFP presidents are set to address the biggest Financial Planning event in the UK.
Read more ...Criminal probe for IFAs as last chance evasion saloon launched
- Monday, 05 September 2016
- Articles

FAMR panel member urges rise in £150 tax-exempt advice
- Monday, 05 September 2016
- Articles

A member of the Financial Advice Market Review panel has called for a rise in the £150 tax-exempt advice available for employees via their employer.
Read more ...CISI reveals sum paid to ‘acquire’ IFP
- Friday, 02 September 2016
- Articles

The CISI paid £366,160 to “acquire the members and intellectual property” of the Institute of Financial Planning, it was revealed today.
Read more ...From Oceanography student to executive director in 13 years
- Friday, 02 September 2016
- Articles

The 34 year-old chief executive of the Suffolk Life Group has become executive director to the main board of Curtis Banks.
Read more ...CII launches a new life and pensions qualification route
- Friday, 02 September 2016
- Articles

The CII’s new life and pensions-focused qualification route has come into effect this week.
Read more ...New Financial Planning firm launched by ex-IFP chief
- Friday, 02 September 2016
- Articles

Magenta Financial Planning, the new firm led by ex-IFP President Julie Lord, has launched.
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