A photographic exhibition of financial planners is being put on at the Financial Planning Marketing Summit to highlight the "surprising and inspiring" ways financial planners spend their free time.
The presentation will feature "stark" black and white portraits of 20 financial planners, which will be accompanied by personal accounts of the subjects, written by the muses themselves. The exhibition...
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...