Sandringham Financial Partners has appointed former True Potential sales director Phil Newton as its recruitment director, as part of plans to drive up the firm's adviser numbers.
Prior to True Potential, Newton (pictured) was sales and technical development director at James Hay, where he worked with the firm's former chief executive and current Sandringham chief executive Tim...
Filling Christopher Woodlard’s shoes
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
Taking up role on 1 March
Wealth manager with advice arm
Replaced by Robin Beer
Criticism of FCA register post SMCR
For the first time in a quite a while we have a certain degree of political certainty, writes Jack Rose. And, with that clarity, perhaps a clearer picture of the road ahead…
Added to Asia and luxury spending holdings in UK and global equity funds
It's The Pro Adviser Podcast
While tax planning is relatively easy where investments are held in an individual’s own name, on Valentine's Day Neil MacGillivray says great care is needed when it comes to jointly held investments between spouses...