Jacqueline Wilson
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PIMFA launches members’ manifesto
PIMFA, the UK’s leading wealth management and financial advice association, has launched their Members’ Manifesto. The document lays out the organisation’s five-year…
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LEBC reports strong growth
LEBC Group, the national IFA, pensions and employee benefits consultancy, has in the six months to 31 March 2018, grown revenue by 20.7%…
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Succession launches ‘founder’s day’ in memory of founder Simon Chamberlain
Succession Group will launch its ‘founder’s day’ on Friday 22 June in memory of its founder Simon Chamberlain (pictured above). Staff at…
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Robo-advisers not trusted says new report
Are robo-advisers having a credibility crisis? A new report has revealed that investors have retreated from e-investment platforms in favour of human…
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“GDPR is a game changer for the financial services industry – the biggest shake-up I can remember.”
Nigel Green, the founder and chief executive of deVere, one of the world’s largest independent financial services organisations, said that the General…
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Fairstone appoints CFO
Chartered financial planning group Fairstone has appointed Chris Rigg as Chief Financial Officer (CFO). Rigg takes up the role with immediate effect…
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PIMFA warns again on hard Brexit
As Parliament debates Withdrawal Bill amendments, PIMFA reiterates call for three phase approach and one step Brexit. In a statement just released,…
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Equilibrium adds six staff
Wealth manager Equilibrium Asset Management has hired six new employees. The company now employs 78 and the firm’s advisers manage almost £800m…
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CISI launches Kenya office
The Chartered Institute for Securities & Investment (CISI) has opened its first African office, in Kenya. Based in the Westlands district of…
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Adviser platform adds IHT and Alternatives areas
GrowthInvest, the independent platform for advisers and their clients in the tax efficient investment arena, has launched a dedicated IHT and Alternatives…
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