Adviser network Openwork has launched a training programme for mortgage advisers to become fully qualified wealth advisers.
Openwork said the programme, 'Route to Wealth', was designed to encourage more mortgage advisers to move into the pensions and investment space, to enable them to offer more comprehensive financial planning....
100 employees move
Octagon Wealth Management
Combined five decades’ experience
Following Zurich acquisition
At times when scandal tears through the industry, David Boyle believes in the importance of regrouping, learning and making sure all bases are covered with sound due diligence practices
As the UK nears election day, Neil Birrell believes it is time for investors to look at what he believes is an undervalued UK equities sector...
Introduces drawdown lock
Began career in 1985