‘Compliance’ was the top reason for whistleblowers to complain to the FCA in June, with 63 reports being made to the regulator about the issue during the month.
Read more ...Chester Financial Planner hands £1m to charity
- Monday, 16 October 2023
- Articles

Cheshire-based Financial Planner Equilibrium has hit a landmark total of £1m in donations to good causes through its charitable giving arm The Equilibrium Foundation.
Read more ...Hybrid advice providers failing to convince Planners
- Monday, 16 October 2023
- Articles

Hybrid advice providers are failing to ensure financial advisers and Planners understand exactly what hybrid advice solutions deliver and how they can be used, according to a new study.
Read more ...MKC acquires Wimbledon Chartered Planner
- Monday, 16 October 2023
- Articles

Expanding wealth manager and Financial Planner MKC Wealth has acquired Wimbledon Chartered Financial Planning firm Holborn Financial for an undisclosed sum.
Read more ...Liverpool wealth manager goes into administration
- Monday, 16 October 2023
- Articles

Liverpool wealth manager Blankstone Sington (FRN 143694) has gone into special administration following a company-requested court order under the Investment Bank Special Administration Regulations 2011.
Read more ...FCA fines Equifax £11m after 13.8m consumers' data exposed
- Friday, 13 October 2023
- Articles

The Financial Conduct Authority has fined financial data provider Equifax Ltd £11.164m for cyber-security failures which exposed the records of 13.8 consumers.
Read more ...Emma Hall wins PFS Chartered Planner of the Year Award
- Friday, 13 October 2023
- Articles

Emma Hall FPFS, a Chartered Financial Planner at Bristol-based 75point3, has won the prestigious Personal Finance Society (PFS) Chartered Financial Planner of the Year award.
Read more ...SJP shares plummet 20% as fee review launched
- Friday, 13 October 2023
- Articles

St James's Place, one of the UK’s largest wealth managers, suffered a 21% drop in its share price at one point today after announcing a review of its much-criticised fees and charges.
Read more ...Quilter adds app hub to platform
- Friday, 13 October 2023
- Articles

Financial Planner and wealth manager Quilter has added an 'App Hub' to its platform.
Read more ...27% surge in CGT collected from trusts
- Friday, 13 October 2023
- Articles

The Capital Gains Tax (CGT) collected from trusts has grown by 27% to £1bn over the past year, according to data released by HMRC this month.
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