Business & Development
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Equilibrium Financial Planning achieves highest Payroll Giving accolade
Cheshire-based Equilibrium Financial Planning has been awarded the Payroll Giving Diamond Quality Mark for the charitable efforts of its employees. The government-backed scheme allows…
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Evelyn Partners makes senior appointment in Bristol financial planning team
Evelyn Partners has announced that it has appointed Will Thompson as a Financial Planning Director in its Bristol office. Will joins Evelyn Partners from…
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One Four Nine Group establishes Southwest Presence with Plymouth acquisition
Independent, nationwide financial advice and investment management group One Four Nine has acquired Rainbird & Co, a financial advice firm based near…
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New research shows Google Ads beat #1 organic results for broker traffic – The Lead Engine
Many brokers believe that being at the top of #1 of Google’s organic search results for relevant keyphrases is the Holy Grail,…
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Aegon UK proud to be a founding signatory of the Mansion House Compact agreement
Aegon UK has announced today that it will be a founding signatory of the Mansion House Compact agreement. The Compact is a voluntary, industry-led expression of…
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Nearly 130,000 Lasting Power of Attorneys rejected since 2018 finds Quilter FOI data
New Freedom of Information (FOI) data obtained by Quilter, the wealth manager and financial adviser, shows that since 2018 well over 20,000…
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“A pet peeve of many brokers with some networks is how they approach social media” – brokers on networks
UK newswire, Newspage, asked a selection of brokers if they’re happy with their networks, and what brokers should beware of before choosing…
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Moneyhub partners with wealth planning solutions provider Voyant
Moneyhub, the market-leading data platform built on the principles of Open Finance, has announced a partnership that will see financial planning and wealth…
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Old Mill appoints Adil Taha as Chief Operating Officer to further accelerate growth
Old Mill has appointed Adil Taha as its new Chief Operating Officer to expediate growth at the business and develop its operational…
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Chase de Vere focuses on supporting clients and employees through challenging economic backdrop
Chase de Vere, the national firm of Independent Financial Advisers, has produced its Annual Report & Financial Statements for the year ending…
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