News

Group AUMA reaches £116.2bn at end of September 2024

Including Pro-Synergy Wealth & Tax Management and Green Gem Financial

‘They have to stay relevant, so clients don’t outgrow your service offering’

Majority recognise benefits of financial advice but are struggling to find it

Net inflows averaged £305m per month

FCA department head acknowledges ‘more enthusiasm’ for targeted support

Rachel Reeves’ comments come ahead of the budget on 30 October

A total of 13% of shareholders voted against the deal

Only 13% of individuals received financial advice regarding pensions in last 12 months

Just more than a quarter associated ESG with being ‘woke’