Annie Gomes
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Must-Attend Moments at the Morningstar Investment Conference UK 2026
Financial Advisers, Wealth Managers, Fund Selectors, Register Now for £19 before 7th April Now in its 20th year, the Morningstar Investment Conference…
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Brooks Macdonald MPS – driving operational efficiency and strengthening adviser partnerships
The UK MPS market has been on a strong upward trajectory, evolving from a high-growth niche area into a core component of…
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Lenders cut fixed mortgage rates by smaller margins finds Moneyfacts
Moneyfacts UK Mortgage Trends Treasury Report data reveals the overall average two- and five-year fixed rates fell by much smaller margins than…
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Smart Money People’s H1 2025 Mortgage Lender Benchmark records highest satisfaction rating since 2020 by brokers across all lending sectors
Smart Money People, the UK’s most comprehensive financial services review site, has released its H1 2025 Mortgage Lender Benchmark covering mortgage broker…
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Shepherds Friendly strikes deal to distribute IP via Simplybiz
Mutual Shepherds Friendly has signed a partnership agreement with Simplybiz as it accelerates its strategy to grow its intermediary footprint. Simplybiz, a…
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Royal London strengthens its protection team with appointment of Setul Mehta
Royal London has appointed Setul Mehta as it continues to build out its protection proposition team. Mehta brings a wealth of experience…
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Suffolk Building Society relaxes criteria for a trio of borrower types: foreign nationals, expats, and downsizers
From today, Suffolk Building Society is relaxing its criteria for foreign nationals, expat borrowers, and those who intend to downsize in the…
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Quilter Cheviot: Family funds and long-term wealth strategies
Authors: David Denton and Andrew Wilson from Quilter Cheviot As we face the ‘Great Wealth Transfer’—the largest generational wealth shift in history—and…
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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
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IHT on pensions will require a lot of give and spend
Tax year end is an extremely busy time for financial advisers, with a heavy focus on utilising various allowances before the opportunity…
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