News

To help advisers ‘get to grips’ with building drawdown portfolios

House of Lords Financial Services Regulation Committee looked at the issues

Our 21st anniversary awards will be held in London next March

System aims to streamline client onboarding

‘Advisers are becoming, in many cases, financial paramedics'

Nearly 600 advisers sign up for July webinar on navigating new s165 data requirements

Apathy and lack of advice value understanding also barriers

Joined as an analyst in 2001

Profit before tax reaches £31.9m in 2024

CIO Peter Dalgliesh explains how Parmenion’s risk-first, outcomes-based approach is benefitting advisers