Your profession

Companies

Lumin Wealth hopes to acquire 'at least two' firms in 2020

Following recent acquisitions

clock 08 January 2020 • 1 min read

Your profession

Adviser's client accidentally saves £5,000 in jam jars

'Forgot' about extra cash

clock 07 January 2020 • 1 min read

Your profession

Lumin Wealth makes second adviser acquisition

Acquired London-based firm

clock 07 January 2020 • 1 min read

Your profession

Tom Dunbar: Putting a number on the value of advice

Royal London, in conjunction with the International Longevity Centre recently put a number on how much financial advice is worth to those who receive it. Here, Tom Dunbar elaborates on the findings of that research...

clock 07 January 2020 • 3 min read

Your profession

Chancellor to 'usher in decade of renewal' in 11 March Budget

Sajid Javid to 'make good' on election commitments

clock 07 January 2020 • 1 min read

Your profession

Tenet Group acquires two Bromley IFAs

New South East hub

clock 06 January 2020 • 1 min read

Your profession

2019: The good, the bad and the ugly

Feelin' lucky, punk?

clock 06 January 2020 • 4 min read

Your profession

Mattioli Woods on the look out for more advice and pension firm acquisitions

Financial advice firm and wealth manager Mattioli Woods has sought to begin 2020 on the front foot by stating it is on the look out for more acquisitions.

clock 06 January 2020 • 1 min read

Your profession

Three things your clients may call you about this week …

Mini-bond advertisements, investing for the planet and writing one's will - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …

clock 06 January 2020 • 2 min read

Your profession

Financial planner launches Facebook group for women in financial services

'Safe space'

clock 03 January 2020 • 1 min read