City of London-based Financial Planning firm Helm Godfrey has hired sustainable and responsible investment (SRI) expert John Ditchfield as its new head of responsible investment.

Platform and SIPP provider AJ Bell today reported pre-tax profits for the latest six-month period up 27% to £17.7m in its first results since floating in December.

The Consumer Prices Index (CPI) 12-month rate was 2.1% in April 2019, up from 1.9% in March.

The FCA has won a High Court case against a company running an unauthorised investment scheme which took £1m from investors and promised a 6% return.

Award-winning business author Robert Craven – writer of the ‘Customer is King’ book – has been signed up to speak at the next Personal Finance Society’s PowerLive event aimed at Financial Planners and advisers.

Continuum (Financial Services) LLP has boosted its presence in the North West with the recruitment of experienced IFA  Gary Charlesworth in Cumbria.

SIPP and SSAS specialist EBS Pensions, part of the diverse Embark Group, has reported an 89% increase in client numbers and a pre-tax profit of £1.55m after making a loss the previous year.

Unbiased, the directory and lead generating service used by many Financial Planners and advisers, is to raise its charge for passing on consumer enquiries from 1 June - but has defended the increase as the first in four years.

People over 50 with 12 months left to live would prioritise arranging their funeral and spending time with family and friends while the under-50s would go on a cruise.

Seven in 10 people in retirement have so far failed to set up a Lasting Power of Attorney (LPA), according to new research.