Financial planning
Financial planning | 25 Oct 24
Almost two thirds of clients have ‘never switched’ their financial adviser
Opinium surveyed just under 12,000 UK adults between May and August 2024
FPSB celebrates 20 years of shaping global financial planning profession
Last two decades has seen more than doubling number of CFP professionals worldwide from 86,690 to 223,70
Advisers across the world expect an average of 11.5% growth over next year
Natixis IM surveyed 2,700 financial professionals across 20 countries
Advising clients about ‘escaping looming tax traps’ by moving abroad
First, let’s consider the proposed abolition of non-dom status
Financial planning | 15 Oct 24
RSM and AJ Bell flag latest thoughts on 30 October UK Budget
UK Chancellor promises that there will be no return to austerity