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Author profile

Julia Bahr

Julia Bahr

Articles by Julia Bahr

NextGen Planners launches programme to help small advice firms grow

Your Business

NextGen Planners launches programme to help small advice firms grow

'One-stop-shop'

clock 22 October 2021 • 2 min read
IHT receipts rise to £3.1bn highlighting estate planning need

Tax planning

IHT receipts rise to £3.1bn highlighting estate planning need

Up £0.7bn on last year

clock 21 October 2021 • 2 min read
Financial planning firm Old Mill shifts 40 staff to new Chippenham office

Your Business

Financial planning firm Old Mill shifts 40 staff to new Chippenham office

All 40 staff move from Melksham

clock 21 October 2021 • 2 min read
FCA targets young investors with £11m campaign

Regulation

FCA targets young investors with £11m campaign

'Ignore hype, look at risk'

clock 20 October 2021 • 2 min read
Quilter hunts for regional financial planning managers to monitor 'sales strategy'

Your profession

Quilter hunts for regional financial planning managers to monitor 'sales strategy'

'Sales management' a key responsibility

clock 20 October 2021 • 2 min read
Tilney Smith & Williamson opens new Cardiff office

Companies

Tilney Smith & Williamson opens new Cardiff office

Strenghtens its presence in Wales

clock 19 October 2021 • 2 min read
Doug Brodie's Chancery Lane calls on regulators to review risk definition

Regulation

Doug Brodie's Chancery Lane calls on regulators to review risk definition

'Making up the cake of a total return'

clock 19 October 2021 • 2 min read
Private equity investor backs national IFA launch

Your profession

Private equity investor backs national IFA launch

One Four Nine Group launches with two acquisitions

clock 19 October 2021 • 2 min read
FCA forwards 950 more DB pension advice customers onto FSCS

Regulation

FCA forwards 950 more DB pension advice customers onto FSCS

Total 3,591 this year

clock 18 October 2021 • 1 min read
'Status quo no longer an option': PFS board reacts to CII consultation

Your profession

'Status quo no longer an option': PFS board reacts to CII consultation

PFS board to take three steps

clock 15 October 2021 • 2 min read
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