Insights
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Fairstone sees lift in revenue
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has seen a near 50% increase in revenue in its latest results.…
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Punter Southall Aspire acquires JDP Financial Services
Punter Southall Aspire, a leading investment, savings and workplace pensions company, has acquired JDP Financial Services, a well-established firm of independent Chartered…
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Paraplanning in the spotlight
Is paraplanning now seen more as a career choice in its own right, or simply as a step to becoming an adviser?…
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Weekend press review: investment choices
The Sunday Times business section is reporting some rather worrying trends this week. Firstly, with Bank of England figures due out this…
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KW Wealth acquires Marchant McKechnie
KW Wealth, the independent wealth management group, has acquired the East Yorkshire based independent financial advisory firm Marchant McKechnie. No terms were…
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Defaqto wins adviser voted planning tool award
Defaqto has won the Leading Independent Planning Tool Provider category at Schroders UK Platform Awards 2018. According to Schroders, this award is…
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Tilney appoints Duncan Budd as financial planner
Investment management and financial planning group Tilney has appointed Duncan Budd as a financial planner. Budd joined from DB financial, the firm…
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Interest rates held
Kevin Roberts, Director, Legal & General Mortgage: “With a rise in the base rate last month, it’s hardly surprising that the Bank…
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How London’s financial services businesses are using the apprenticeship levy
The City of London Corporation has revealed how London’s financial and professional services businesses are using the apprenticeship levy. Its published results…
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Ten years on from the financial crisis, have we learned enough?
Graham Bishop, Investment Director at Heartwood Investment Management, the asset management arm of Handelsbanken in the UK, wonders if we have learned…
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