A Cheshire-based financial adviser is attempting to raise £4.5m to build a ‘sanctuary' for armed services veterans and is set to climb Mount Everest to drive fundraising efforts.
Deputy chairman and group marketing director of Intrinsic Financial Services Kevin Ronaldson is leaving the business.
The number of financial advisory businesses intending to trade on a purely independent basis in 2013 is falling, according to a poll comparing sentiment now with a year ago.
Financial services and platform provider True Potential has made a lifestyle planning tool available to its 4,000 IFA users.
Advisory and accountancy group RSM Tenon has confirmed significant losses for the first half of its financial year, signalling a round of job cuts as it seeks to deal with rising costs.
When addressing a client's protection needs, most products deal in the term space. But with people potentially outliving these contracts, Owain Thomas looks to whole of life for rejuvenation.
The European Commission (EC) is to consider creating an ombudsman to help expats in southern Spain reclaim against unregistered financial firms that may be exploiting them.
How will the Retail Distribution Review affect the retirement advisory market? Fiona Murphy takes you through this month's Inquiry
Merchant Capital has launched Merchant Wealth, a private client wealth management service.