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News

Advisers benefitting from client 'frenzy' after bombshell budget

Pensions

Advisers benefitting from client 'frenzy' after bombshell budget

Statistics follow the unexpected changes to pensions and pensions tax

clock 11 April 2023 • 2 min read
Tavistock seals £7m deal for Northern Irish protection firm

Protection

Tavistock seals £7m deal for Northern Irish protection firm

Over 200 advisers and over 37,000 clients are set to join Tavistock

clock 11 April 2023 • 1 min read
Manchester firm SQ Wealth declared in default by the FSCS

Your Business

Manchester firm SQ Wealth declared in default by the FSCS

The firm previously traded under the name Quays Wealth Management

clock 11 April 2023 • 1 min read
Two Sussex advice firms merge operations; firm to now manage £1.5bn

Your Business

Two Sussex advice firms merge operations; firm to now manage £1.5bn

Antrams Financial Services to operate under Pembroke Financial Services

clock 11 April 2023 • 1 min read
SimplyBiz joins Keith Richards' Consumer Duty Alliance

Consumer Duty

SimplyBiz joins Keith Richards' Consumer Duty Alliance

Set to adopt an independent Code of Professional Standards

clock 06 April 2023 • 1 min read
Research reveals the most common name of financial advisers …

Your profession

Research reveals the most common name of financial advisers …

Data analysed to find which name is most prevalent in advice

clock 06 April 2023 • 1 min read
Advisers air competition concerns as Aegon exits individual protection

Protection

Advisers air competition concerns as Aegon exits individual protection

'Aegon had been struggling in recent years and had fallen behind'

clock 06 April 2023 • 3 min read
FCA orders WealthTek to cease operations over 'serious' issues

Regulation

FCA orders WealthTek to cease operations over 'serious' issues

A man aged 48 has been arrested by Northumbria Police

clock 06 April 2023 • 1 min read
Many 'in denial' over automatic assumption most advisers are male

Your profession

Many 'in denial' over automatic assumption most advisers are male

Aviva highlights unconscious bias and stereotypical perceptions

clock 06 April 2023 • 1 min read
Holborn Financial acquires Kingsley Financial Management

Your profession

Holborn Financial acquires Kingsley Financial Management

Purchase adds £20m in AUM and 120 clients to Holborn

clock 06 April 2023 • 1 min read
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