Bluefin

Bluefin Wealth Management's Patrick Murphy has been appointed chartered champion of the Personal Finance Society (PFS) for the Surrey region.

A Bluefin financial planner and the Personal Finance Society are developing a board game to introduce teenagers to the adviser profession as a career choice.

Bluefin Advisory Services is braced for a potential £1.2m compensation bill from clients unhappy with their mortgage, pensions and structured products advice.

This July marks the first anniversary of the Institute of Financial Planning's (IFP) Certificate in Paraplanning. Maria Merricks talks to CEO Nick Cann about its success so far.

How much do you know about the average paraplanner and their aspirations?

Patrick Murphy, chartered financial planner at Bluefin Wealth Management, says clients need to be aware of their life number to help them plan retirement with confidence.

A former Bluefin IFA is being sued for £300,000 by his former employers over claims he poached clients.

Bluefin Insurance Group has appointed AWD Chase De Vere's Robert Organ as chief financial officer.

Nick Burns, managing director of Bluefin Corporate Consulting, has been promoted to chief executive of Bluefin Advisory Services following a management shake-up.

The Pensions Bill has begun its reading in Parliament. Will the creation of the National Employment Savings Trust open the market to businesses never before involved in providing financial support to their employees and create opportunities for advisers...