Business and Development
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Perspective announces four further acquisitions and achieves carbon neutral status
Perspective Financial Group Ltd has announce that it has completed four further acquisitions, meaning the Group made 12 acquisitions in the first…
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Property investment, allowances and EOW dominate adviser queries in the first half of 2023
Curtis Banks has revealed that property investment, the annual allowance and how to structure expressions of wishes dominated the queries received by…
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Dynamic Planner partners with M&G Wealth to help advice firms ahead of Consumer Duty implementation
Dynamic Planner, the UK’s leading risk based financial planning system, has partnered with M&G Wealth to launch bulk valuation integration. The partnership…
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NS&I increases Premium Bonds prize fund rate and Junior ISA interest rate in a summer boost for savers
The Premium Bonds prize fund rate will reach a 15-year high from the July prize draw, with NS&I announcing that it will…
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Fintel makes first investment through early-stage technology investment incubator, Fintel Labs, into Plannr Technologies
Fintel, the leading provider of fintech and support services to the UK retail financial services sector, today announced it has made an…
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SJP work experience taster opens up 500 places for insights into financial advice career
St. James’s Place (SJP), the UK’s largest wealth management company, is offering work experience to 500 young people with a three-day virtual…
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Evelyn Partners continues London team expansion with Financial Planning Director appointment
Evelyn Partners has announced the appointment of Craig Dowsett (pictured) as a Financial Planning Director in the firm’s London office. Craig is…
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FinCalc integrates Just Group’s innovative guaranteed income producing asset
Just Group’s guaranteed income producing asset has been integrated into FinCalc’s comprehensive cashflow modelling software. The guaranteed income producing asset helps DFMs…
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UK Workforce One of The Most Dissatisfied in Europe
Nearly all UK workers (90%) are not enthused by their work and workplace, according to Gallup’s State of the Global Workplace 2023…
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Continuum adds Chartered Financial Planner to Wiltshire team
National IFA firm Continuum has expanded its team in Wiltshire with the appointment of Chartered Financial Planner Stephen Hall. Mr Hall has…
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