Leading Chartered and Certified Financial Planner Warren Shute is to launch a new coaching programme “for planners, by planners.”
Read more ...Leading Planner to offer planner coaching programme
- Wednesday, 07 December 2022
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Midlands firm rebrands as it achieves Chartered status
- Tuesday, 06 December 2022
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Midlands-based Smith Cooper Independent Financial Solutions has rebranded as Everlong Wealth after being awarded Chartered Financial Planner status.
Read more ...FCA to impose extra financial promotion checks
- Tuesday, 06 December 2022
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The FCA is to impose additional checks on firms approving financial promotions.
Read more ...Half of Planners concerned about greenwashing
- Tuesday, 06 December 2022
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Half (46%) of UK Financial Planners are worried about greenwashing, according to a new report.
Read more ...Scammers clone 2 Abrdn bond funds
- Tuesday, 06 December 2022
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Abrdn’s European High Yield Bond Fund and Strategic Bond Fund have been cloned by scammers, according to a warning issued by the FCA.
Read more ...Most ethnic financial services staff experience discrimination
- Monday, 05 December 2022
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Nearly seven in ten (68%) ethnic minority workers in financial services have experienced discrimination at work in the past year, according to a new report.
Read more ...FCA warns that 80% of CFD investors lose money
- Monday, 05 December 2022
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The Financial Conduct Authority has warned firms offering investments in Contracts for Difference (CFDs) that it will take swift action in future to prevent consumer harm.
Read more ...Government could shake up doctors’ pensions - reports
- Monday, 05 December 2022
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Measure to lift the tax penalties facing senior NHS clinicians who want to carry on working are under consideration by the government, according to media reports today.
Read more ...Perspective snaps up £100m AUM South Coast Planner
- Monday, 05 December 2022
- Articles

Acquisitive Financial Planning firm Perspective Financial Group has acquired a £100m AUM South coast Financial Planner – its 11th acquisition of the year.
Read more ...Old Mill appoints 3 new partners in growth boost
- Friday, 02 December 2022
- Articles

Financial Planning and accountancy firm Old Mill has appointed three new partners following a restructure to boost career progression for staff.
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