Financial planning
Financial planning | 28 May 25
Hoxton Wealth secures over £1M in tax refunds for clients
Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.
Qatari financial services firm first-ever mandates CISI membership for all staff
The agreement will unlock a range of exclusive membership benefits for QInvest
Financial planning | 27 Feb 25
Married men over 50 most likely to receive financial advice
The research draws on 2.8 million advised client records held within intelliflo office
IA Global Financial Services Awards 2025: Deadline for nominations is 7 March
Don’t miss out! The nominations deadline is fast approaching
Financial planning | 13 Feb 25
Standard Life’s book of SSAS business sold to WBR Group
It consists of 270 schemes with 246 properties and £403m in AUA




