Latest news
Latest news | 27 Jul 26
Team adds NED to board
Cusins held senior positions at UBS, Dresdner Bank and KPMG
Advice off the beaten track: Northern Portugal
International Adviser talks to Portugal-based financial adviser Stephen Rankine
Latest news | 24 Jul 26
Skybound updates property proposition to support expats
The cross-border advice firm is connecting relevant UK property-tax planning with key stages of the property-finance journey.
US PE firm buys majority stake in UK advice firm My Pension Expert
Valeas Capital will take a 75% stake in the business, including the 42% previously held by PE firm Palatine
FCA bans father and son over fraud
The regulator’s decision follows a High Court ruling in 2023 that determined Alec and Robert Finch failed to act with honesty and integrity in their roles at AFL Insurance Brokers