Matt Williams
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Dynamic Planner enters into long-term partnership with Quilter Financial Planning
Dynamic Planner, the UK’s leading financial planning system and Quilter Financial Planning, a leading financial advice network, have entered into a long-term…
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JM Finn promotes within the investment management leadership team
Following the retirement of Brett Bayliss from JM Finn, the firm has made a number of changes to the management structure of…
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New CAMRADATA whitepaper explores opportunities & risks in sustainable multi asset investment strategies
CAMRADATA’s latest whitepaper, Sustainable Multi Asset explores where investors have found returns for their multi-asset portfolios, whilst balancing sustainability and the move away from…
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Money Expert: Could life insurance have helped a family financially crippled after suffering huge loss?
Purchasing life insurance can often fall to the bottom of the priority list, especially during a cost of living crisis. In fact,…
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RBC Wealth Management provide a deeper look at UK and European inflation
Frédérique Carrier, Head of Investment Strategy for RBC Wealth Management in the British Isles and Asia provides her thoughts on European inflation.…
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‘No UK recession, yet’ says Royal London’s Melanie Baker
Commenting on this morning’s UK GDP data Melanie Baker, senior economist at Royal London Asset Management, said: “The unexpected rise in November…
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Quilter: UK economy sees unexpected growth but recession still looms
Marcus Brookes, chief investment officer at Quilter Investors, comments on the current state of the UK economy: “Following the slight bounce back…
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Legal & General: 2.5 million plan to delay retirement due to cost-of-living crisis
Research1 from Legal & General Retail has found that 2.5 million2 pre-retirees will have to delay their retirement as a result of the cost-of-living…
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Dynamic Planner 2022 Spotlight Report reveals 75% of advice firms servicing more clients than in 2019
Dynamic Planner’s 2022 Spotlight Report finds advisers embrace productivity dividends uncovered by the pandemic to bring financial planning to more people. The…
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FCA announces next steps on improving the compensation framework
The Financial Conduct Authority (FCA) has published the feedback it received to its call for input on the framework for protection provided…

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