Wealth manager Charles Stanley has revealed that the one-off fee for its new hybrid advice service 'OneStep' will be £900 (£750 plus VAT).
Read more ...Brooks Macdonald to acquire £250m Midlands IFA
- Monday, 23 May 2022
- Articles

Wealth manager and Financial Planner Brooks Macdonald is to acquire Nuneaton-based Integrity Wealth (Holdings) Limited - which has £250m in funds under management - for an undisclosed sum.
Read more ...FCA chair: Pension Freedoms caused problems
- Monday, 23 May 2022
- Articles

Outgoing FCA chair Charles Randell - in one of his last major speeches before he stands down - has said that in hindsight “more could have been done” to protect people from the negative impacts of the Pension Freedoms which were introduced in 2015.
Read more ...Charles Stanley adds sales manager from Brooks
- Monday, 23 May 2022
- Articles

Wealth manager Charles Stanley has appointed Adam Benzimra as national sales manager to help grow its presence in the UK intermediary market.
Read more ...Exclusive: Saunderson House to move to restricted
- Monday, 23 May 2022
- Articles

Financial Planning firm Saunderson House will become a restricted financial adviser from 20 June, Financial Planning Today understands.
Read more ...ValidPath launches advice firm sale solution
- Monday, 23 May 2022
- Articles

Adviser network ValidPath has launched a succession solution to facilitate the sale and purchase of IFA firms.
Read more ...Quilter returns £328m to shareholders
- Monday, 23 May 2022
- Articles

Financial Planner and wealth manager Quilter is to return £328m to its shareholders today.
Read more ...Tavistock buys ‘bionic’ app from LEBC for £3m
- Monday, 23 May 2022
- Articles

Financial Planning group Tavistock is to acquire the ‘bionic’ personal financial app business LEBC Hummingbird from retirement adviser LEBC Group for £3m.
Read more ...Covid claims fuel record insurance payouts says ABI
- Monday, 23 May 2022
- Articles

The Association of British Insurers has revealed that a near doubling of Covid payouts was a major factor in the record £6.8b in payouts on insurance claims in 2021.
Read more ...Aegon launches protection dashboard for advisers
- Friday, 20 May 2022
- Articles

Aegon UK has launched a new dashboard for financial advisers which will enable them to add all protection applications onto one online platform.
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