Brooks Macdonald has made a number of changes to its senior leadership team and board, which it said came against "a backdrop of a fast changing external environment".
The firm's group deputy CEO Andrew Shepherd will take on an expanded role to include the position of managing director of distribution in addition to his current responsibilities. This is to help better...
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...