Financial planning

Businessman is showing Acquisition word on his cardAdult,

Financial planning | 1 Jul 26

Clifton Group sees AUM hit £4bn with acquisition of Suffolk-based firm

Morgan Law Financial Services will rebrand as Clifton Wealth Partnership

Financial planning | 25 Jun 26

TEAM mandates CISI Level 4 as minimum standard for every NEBA adviser

Setting a benchmark for international financial advice

Financial planning | 18 Jun 26

South West firms achieve CISI Chartered Firm status

Dean Stevens and William Highbourne recognised by the professional body

Trust company launches tax planning tool for expats

Financial planning | 15 Jun 26

Cross-border financial planning firm launches

A specialist firm dedicated to supporting British expatriates across Europe

Vector illustration. Team work business concept. Two businessman working on to match puzzle. Pushing to connecting puzzles together.

Financial planning | 2 Jun 26

Fidelius launches wealth management venture with London law firm

LS Wealth will combine Lawrence Stephens’ full-service legal expertise with Fidelius’s financial planning business