Pareto Financial Planning has boosted its advisory team with the appointment of Matthew Lynch.
Nucleus, the adviser-built wrap platform, has partnered with consultant and former FCA technical specialist Rory Percival to launch a white paper on the rules and regulations around suitability specifically aimed at financial advisers.
The Financial Services Compensation Scheme (FSCS) has published new research into consumer understanding of FSCS protection limits.
Independent financial advisory firm deVere has hit out at ‘more fudging’ in the UK’s Brexit delay.
New figures released today by Tilney have shown the firm has arrested a decline in assets, but inflows were still down.
Smith & Williamson has been appointed by Truro-based independent financial advisers Worldwide Financial Planning to provide its 5-star Defaqto rated managed portfolio service to clients.