Canaccord Wealth has strengthened its wealth planning division with the appointment of Gary Steel as senior wealth planner.

The Government’s decision to bring pensions into scope for Inheritance Tax (IHT) has, quite rightly, become a hot topic in ...

MoneySuperMarket and MoneySavingExpert's former chief customer officer Darren Bentley has joined Flagstone as chief growth ...

Good morning and welcome to your Morning Briefing for Wednesday 7 May 2025. To get this in your inbox every morning click ...

Quilter Cheviot Europe Limited (QCE), the Irish subsidiary of wealth manager Quilter Cheviot has acquired Dublin-based investment advisory firm GillenMarkets.GillenMarkets was founded fifteen years ...

Members of the Association of Financial Mutuals (AFM) paid a record £91.5m in income protection claims in 2024. According to ...

Almost all (97%) independent financial advisers expect demand to rise for bespoke portfolios managed by third party wealth ...

Clifton Asset Management has appointed Jo Swain as chief risk officer (CRO), strengthening its leadership team as it ...

When financial historians look back on the late 20th and early 21st centuries, they’ll surely conclude that no firm has done ...

The Financial Ombudsman Service (FOS) received more than 140,000 complaints in the second half of 2024. This marks a 49% ...

When we think about vulnerability in clients, it’s easy to picture the obvious signs: someone visibly distressed, grieving or ...

Good morning and welcome to your Morning Briefing for Tuesday 6 May 2025. To get this in your inbox every morning click here.