News

Aiming to reduce costs and improve quality of data

Speculation around gifting and trust taxation rules expected

Will integrate with Harridge Financial Services over a three-year timeframe

Retail investment adviser posts across all firms fell to 37,441

Event has raised £28,334 so far

SJP’s Real Life Advice Report 2025

Celebrating excellence in financial advice

Clients needing CGT support doubles to 37%

Moving away from ‘traditional off the shelf’ retirement income solutions

‘We’re working behind the scenes to prepare our systems’