Companies
PEOPLE MOVES: Quintet PB, CISI, Nucleus
Private bank names COO, as professional body appoints director of global learning
UK financial services group buys tax advice firm
In a bid to bolster its offering for UK-resident non-doms
Rise in demand for holding ESG investments in onshore bonds
Recent changes ‘turning the spotlight on how onshore bonds can deliver tax-efficient investment growth’
FCA bans two advisers over dishonest pension transfer advice
With the FSCS paying over £19m to former customers
Best Practice | 28 Sep 23
Why I became a financial adviser…
Jade Rose was previously in the fashion industry before joining Kingswood