A Financial Planner has revealed her tips for finding and retaining the right clients to help her business flourish.

Financial Planning and wealth management firm Tilney doubled profits and boosted business according to its results for the year ended 31 December 2017.

The Financial Conduct Authority has today proposed a new ‘consumer-friendly’ public Directory of financial services workers following criticism of its plan to cut the scope of its FCA Register of individuals to just senior managers.

Financial Planning firm 1825’s proposed robo-adviser for retirement options has been added to the FCA sandbox.

The FCA has must pay an investor after falling victim to a scam which was blamed on the regulator’s “woefully inaccurate” register. 

The managing director of Financial Planning firm Acumen has explained how his company remains “fiercely independent”, in a glimpse inside the business.

Expanding Northern Ireland Financial Planning firm AKFP is repeating last year’s successful month-long office closure trial to encourage staff to work remotely.

National IFA firm Chase de Vere has suffered a dip in profits, but increased revenue and adviser productivity.

A Financial Planning firm based in Leeds has revealed its charity of the year as the local Leeds Community Foundation.

Millennials expect to inherit £1.2 trillion over the next 30 years, a new survey has predicted.