Meg Bratley
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Rosemount Financial Solutions (IFA) launches new website to support adviser transformation
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has launched a new website designed to enhance adviser support. The…
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Foster Denovo expands State Street’s mandate, doubling the number of Sequel funds it manages
Foster Denovo today announced the appointment of State Street Global Advisors, the asset management business of State Street Corporation, to manage two…
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Who stands to benefit from a falling base rate? Analysis from Butterfield Mortgages’ Alpa Bhakta
As the Bank of England continues to ease UK interest rates, borrowers across the property market are feeling the impact — but…
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94% of advisers involve clients’ family members in financial plans
New research from investment manager, Quilter Cheviot, with the lang cat reveals that financial planners are increasingly emphasising the importance of involving…
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Isio: Largest professional trustee firms increase their influence on DB pensions market
Isio, one of the fastest growing pension advisory businesses in the UK, has published its 2025 Professional Independent Trustee Survey, revealing that professional trustee…
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Why savers and retirees shouldn’t panic in the face of Trump tariffs turmoil
Tom Selby, director of public policy at AJ Bell, comments on the Trump tarriff turmoil and why he believers that both savers…
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Later Life Lending Summit launches exclusive workshop aimed at advisers new to the sector – Equity Release Council
With interest in this important sector continuing to grow, the Equity Release Council is delighted to announce that it will be hosting…
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Lifetime mortgage customers see demographic shifts in Q1 – Pure Retirement
Research by lifetime mortgage lender Pure Retirement found that nearly three in ten (27%) of new lifetime mortgage customers listed repaying debts…
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How value protection option ensures full payback on the cost of an annuity – the ‘best kept secret’ of retirement planning
Retirement specialist Just Group is highlighting a little-used option that guarantees the initial cost of the annuity or more will be paid out even…
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Birmingham office launched by Hoxton Wealth, company set to undergo recruitment push in region
Wealth managers Hoxton Wealth, has opened its first office in Birmingham. The city’s team will be led by Bobby Sahota, who brings…
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