Wednesday, 14 October 2020 09:10

Lucas Fettes buys Suffolk Chartered Financial Planners

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Expanding Chartered Financial Planner firm Lucas Fettes Financial Planning has acquired a fellow Chartered Financial Planner firm, Andrew Dickson of Suffolk.

Tuesday, 13 October 2020 20:00

Revealed: CISI 2020 Financial Planning Awards winners

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The Chartered Institute for Securities & Investment has today revealed the winners of its sought-after annual Financial Planning Awards.

Tuesday, 13 October 2020 09:32

MGIM buys Seneca to create £5bn asset manger

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Momentum Global Investment Management (MGIM) has agreed to acquire Seneca, creating an asset manager with £4.7bn in assets under management.

Tuesday, 13 October 2020 09:08

SIPP providers need to invest in tech say Planners

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Speeding up applications through the use of electronic signatures and digital due diligence is key for SIPP providers, according to a new survey of financial advisers.

Tuesday, 13 October 2020 08:52

Hundreds of Planners backed Financial Planning Week

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Preliminary figures from the CISI reveal that 130 Financial Planning offices offered free surgeries to the public during Financial Planning Week #FPWUK which took place last week.

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