Adviser tips

More women seek financial advice as post-lockdown divorces rise, advisers say

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More women seek financial advice as post-lockdown divorces rise, advisers say

'No longer a big scary journey'

clock 12 January 2022 • 3 min read
SJP compensates client for lack of advice fee clarity and delayed service

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SJP compensates client for lack of advice fee clarity and delayed service

Client was left to borrow from family

clock 17 December 2021 • 3 min read
SJP academy sees more than 200 graduate

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SJP academy sees more than 200 graduate

801 graduates so far

clock 16 December 2021 • 1 min read
IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

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IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

clock 16 December 2021 • 2 min read
Industry Voice: Advice is key to unlocking the full power of pensions

Adviser tips

Industry Voice: Advice is key to unlocking the full power of pensions

clock 06 December 2021 • 4 min read
Celtic FP adds Chartered planner to expand London presence

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Celtic FP adds Chartered planner to expand London presence

Wales-headquartered Celtic Financial Planning has added Victoria Nabarro to its Canary Wharf-based London team as it expands its London presence.

clock 16 November 2021 • 2 min read
Suffolk adviser Beckett IM buys local IFA

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Suffolk adviser Beckett IM buys local IFA

Paul Schwer to retire

clock 05 November 2021 • 1 min read
HNW investors under 25 three times as likely to invest in ESG as over-65s

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HNW investors under 25 three times as likely to invest in ESG as over-65s

Research from Saltus Wealth Index

clock 01 November 2021 • 2 min read
'Lack of empathy': Former PFS president scolds CII as website crashes on exam day

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'Lack of empathy': Former PFS president scolds CII as website crashes on exam day

'Affecting members' mental health'

clock 29 October 2021 • 3 min read
Quilter hunts for regional financial planning managers to monitor 'sales strategy'

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

'Sales management' a key responsibility

clock 20 October 2021 • 2 min read
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Which investments performed best over past 21 years?

21 June 2022 • 6 min read
02

PE-backed firm led by ex-Quilter FP boss to acquire Beaufort Group

20 June 2022 • 2 min read
03

Transact parent company to challenge £8m VAT ruling upheld by HMRC

21 June 2022 • 1 min read
04

Uncomfortable reading: 21 years punctuated by advice scandals

23 June 2022 • 17 min read
05

A view of advice then and now (2001 v 2022)

20 June 2022 • 7 min read