News

Will create one of the UK’s largest financial planning firms

Wilma Edwards, Paul Telford and Nick Dixon join

Takes case to The Pensions Ombudsman

Many are switching off ongoing fees for some clients

Smart Financial, Grovely Financial and Chancery Lane Income Planners

Some 39% of advice firms cite tax planning as a priority

AI could spell end of ‘1% of assets’ advice model

Replaces Tom Beal

Major expansion in Scotland

Advisers’ biggest concern is not understanding the pension IHT rules