Jenny Hunter
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Behavioural finance can enhance personalised client advice, says Oxford Risk’s Dr Greg B Davies
If you’ve ever felt that traditional client segmentation just doesn’t quite cut it, you’re not alone. And if you’re anything like us,…
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Estate planning with heart – how award-winning Chartered Adviser Rhiannon Gogh’s personal experience led to positive change for vulnerable clients
In 2016, when Rhiannon started researching Special Needs Planning, she was met with many curious looks from the professionals she mentioned it…
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Investec provides new client Westbook Partners with £16.7 million loan for UK multi-let industrial acquisitions
Investec Bank plc (“Investec”), a leading international financial services provider, announces that its Real Estate team has provided Westbrook Partners, the real estate…
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Evelyn Partners International Sponsors Young Women’s Golf Sensation
Jersey athlete Anabelle Lucas-Villar (pictured) says three-year sponsorship will go towards overseas travel costs as she looks to elevate her elite game…
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My Pension Expert secures £25 million refinancing loan from OakNorth
My Pension Expert has today announced a £25 million refinancing deal with digital lender, OakNorth. The deal has allowed the business to…
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TrinityBridge Appoints Andrew Knight as Client Relationship Director for Scotland
TrinityBridge, a leading wealth management firm with offices in Glasgow and Edinburgh, is pleased to announce the appointment of Andrew Knight as…
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The FCA’s five-year vision: an opportunity for firms to reimagine regulation, according to Bernadine Reese, Protiviti
Let’s be honest—when someone says “regulation”, many people in the industry can disengage. But for Bernadine Reese, Managing Director of the Risk…
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Government’s consultation on agricultural and business property reforms: how will this affect inheritance tax?
On 7 April 2025, the Department for Environment, Food & Rural Affairs (‘DEFRA’) published its Farming Profitability Review, adding further dialogue to…
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Millions of people in the UK reach retirement age with a private annual pension of just £3,650, according to now:pensions
Almost 9 million people in the UK remain significantly underpensioned compared to the broader population. The latest data reveals that underpensioned groups…
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Introducing six newly Chartered corporate firms with the CII
Six insurance and financial planning firms have achieved Chartered Insurance Institute (CII) Chartered status in the first quarter of 2025. Chartered status…
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