A film which describes why financial advisers Bright Wealth Management decided to join wealth management company St James’s Place has just been published.
The firm was made for St James’s Place by Halo and its agency partner Clifton Media Lab. It charts the transition of Bright from what motivated their move, what St James’s Place offered and what made it successful. Halo filmed the Bright team at their offices in Warrington and St. James’s Place directors in Manchester and Leeds.
With the Government currently seeking views on changes to the tax rules surrounding pension death benefits, new research from Standard Life, part of Phoenix Group, finds only 11% of advisers are supportive of the proposed changes. Currently if a pension owner dies...
VouchedFor has announced its biggest-ever campaign for the 2024 Guide to Top Rated Financial Advisers, in a bid to change public perceptions of financial advice.The campaign will share positive client stories and articles designed to help people understand the value...
The Chartered Institute for Securities & Investment is pleased to announce the appointment of Mandy Gill as its new Executive Director of Global Learning. Mandy (left) will join the CISI in late November from the Gambling Commission where she is currently Director...
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