Financial planning

Companies | 8 Nov 24

CII names seven new chartered corporate adviser firms

Chartered status is a symbol of technical competence

Financial planning | 6 Nov 24

Kinrock becomes UK’s ‘largest’ independent provider of digital CPD services to FS sector

This acquisition follows Kinrock’s previous integrations of CPD and e-learning providers

Financial planning | 5 Nov 24

Brooks Macdonald acquires chartered financial planner CST Wealth Management 

The deal adds assets under advice of £170m

Financial planning | 25 Oct 24

As pension complaints increase, are master trusts working?

There has been a 27% increase in pensions complaints in 18 months

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