Jenny Hunter
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The Paraplanner’s path to Chartered status: What’s required and is this qualification really worth all that effort?
With the New Year well underway, many paraplanners in the UK might find themselves working to achieve new professional resolutions. For those…
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What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…
It’s no secret that the financial services landscape is continuing to evolve quite rapidly. With increased regulation, technological advancements, and shifting client…
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Damian Davies from The Timebank tells us about the five biggest GDPR risks when using AI tools and how to manage them
Artificial intelligence (AI) presents transformative opportunities for businesses, but it also introduces significant risks, particularly concerning GDPR compliance. In this second article…
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Over eight in ten remain concerned about further tax hikes in 2025
A survey of AJ Bell customers has found that 83% are concerned about potential tax increases under the Labour government in 2025,…
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New year, new finances: four personal finance resolutions for 2025 from AJ Bell
The new year has arrived, and it’s a good time to look at some financial resolutions to get on top of your…
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How to navigate changing inheritance tax rules with good estate planning
The new year is often a time to take stock financially, and for many families, this one will be particularly important. Forthcoming…
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Chelsea Financial Services: Five fund picks for 2025
Darius McDermott, managing director, Chelsea Financial Services explores the sectors, funds and trends that should be on your radar for 2025. Polar…
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Bank of England holds rates at 4.75% as expected | the industry reacts
The Bank of England has announced its widely predicted decision to hold the base interest rate at 4.75%, following its Monetary Policy…
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Bank of England holds rates at 4.75%: experts explore what it means for mortgage and property
The Bank of England has announced its decision to hold the base interest rate at 4.75%, following today’s Monetary Policy Committee (MPC)…
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The evolution of Paraplanners: Mentorship, motivation and success strategies with Sam Patterson
In the often fast-paced and high-pressure world of financial services, in many cases, paraplanners are working behind the scenes, translating complex financial…
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