Matt Williams
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The Personal Finance Society (PFS) announces 2025 Roadshows
The Personal Finance Society (PFS) has announced a programme of Roadshows to be held across twenty-four locations throughout the UK in 2025.…
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Invesco’s asset allocation outlook for 2025: Cautiously embracing risk
Invesco’s Global Market Strategy Office (GMS) has published its annual asset allocation outlook for 2025, which outlines a constructive environment for financial…
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M&PI Podcast #12: Exploring opportunities in later-life lending with more2life’s Dave Harris
Welcome to this week’s Mortgage & Property Investment edition of IFA Talk! In this episode, we dive into the exciting world of…
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Financial Ombudsman Service sees complaints increase by more than 50%
Complaints about fraud and scams, current accounts and credit cards are at record highs, according to new figures published by the Financial…
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Orphan clients set to increase as advisers grapple with regulation and profitability, NextWealth finds
Almost three-quarters (72%) of advisers say they are ending relationships with more clients than usual, finds NextWealth. Termed ‘offboarding’, during 2024, two…
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atomos appoints Joshua Gennet as Head of Investments
atomos announces the appointment of Joshua Gennet as Head of Investments. Gennet, who has held roles in derivative trading, portfolio management, risk…
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Evelyn Partners: Financial gifts on the cards this Christmas as inheritance tax net tightens
Every Christmas, many older family members choose to swerve the present-selection minefield with financial gifts to their young relatives. This year, financial…
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Scottish Widows Platform integrates ATEB Suitability to simplify adviser reporting
Scottish Widows Platform is now connected with ATEB Suitability, an easy-to-use, intelligent suitability report writing software which simplifies, automates and centralises reports…
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Unicorn AIM VCT announces intention to launch new £20 million offer
Unicorn AIM VCT (‘the Company’) has announced its intention to launch a new offer for subscription to raise £20 million, with an over-allotment facility to…
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“EIS may become even more popular” following BPR IHT relief announcement, says Oxford Capital’s Mark Bower-Easton
Following the news that business property relief for inheritance tax will drop in 2026, we have reached out to experts to find…
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