Your profession

Quilter Financial Planning expands with a clutch of AR firm appointments

Survey results underline a gap in adviser confidence

Twice as likely than 35–54-year-olds to turn to social media channels

'Record' AUA of £86.5bn, up £15.6bn from 2023

Minimising conflicts among beneficiaries

Brings group total assets to more than £5bn

From how much clients should be saving towards retirement, to dipping into pension pot, tax implications and more, Lisa Conway-Hughes, chartered financial adviser at LCH Wealth answers our questions on retirement planning.

120 clients yet to engage in process to get assets returned

Following calls from members looking to further evidence assessment

Response to Autumn Budget