Rebecca Tomes
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Comentis partners with Time4Advice to assist IFAs in the detection of financial vulnerability
Clinical tech provider Comentis has partnered with Time4Advice, a leading supplier of CRM software for financial planning and wealth management firms. Clinical…
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Pembroke VCT invests £1m into food delivery disrupter Peckwater Brands
Pembroke VCT, the venture capital trust focused on backing early-stage businesses with exceptional founders and management teams, has invested £1m into Peckwater…
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Phoenix Group invests in Standard Life as part of ambitious growth plans
Investment plans for Standard Life have today been unveiled following the purchase of the brand by Phoenix Group from abrdn in May…
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Women are leaving larger inheritances than men, but are less likely to seek financial advice
Fidelity’s latest inheritance research finds 53% of women are planning to leave behind wealth, but more than half (55%) have no concrete…
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Supporting best climate not-for-profits is one of most effective individual climate actions
A new report shows that allocating £600 every year to climate not-for-profits is at least 100 times more effective at reducing atmospheric…
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Survey of UK financial services highlights need to significantly strengthen industry’s commitment to supporting ethnic minority employees
Two thirds (66%) of ethnic minority respondents in financial services survey have experienced discrimination at their organisation as a result of their…
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JM Finn partners with Affordable Art Fair
Wealth managers JM Finn will be once again supporting the Affordable Art Fair later this month. JM Finn is once again supporting…
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Octopus Renewables acquires 59MW of onshore wind in Poland
Octopus Renewables has acquired two onshore wind farms in Poland on behalf of Octopus Renewables Infrastructure Trust plc. The Krzecin and Kuslin…
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New digital estate planning service goes ‘beyond finances’ to offer clients real peace of mind
Zenplans, a fully managed cloud-based platform that organises, maintains and securely stores clients’ most important personal and financial information, has been launched…
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3D Investing’s Good Investment Review: Investing responsibly can enhance returns
Analysis published today in the latest issue of The Good Investment Review from Square Mile’s 3D Investing provides further evidence that investing…
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