financial planning

Mandy Hunt named deputy president

Acquirers eyeing £500m firms are ‘fishing in a very shallow pond’

Consumer Duty has accelerated MPS market as upcoming review looms

Open to people in all roles working in financial planning firms

Research from Mattioli Woods

According to Quilter’s Value of Advice Report

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

Cera Taylor launches 123-Wealth

To take place on 18-19 November at NEC Birmingham

Advisers not aware of digital tools that can help