Financial planning
UK and Ireland-based accountancy and wealth manager Sagars rebrands to AAB
Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals
Financial planning | 16 Jul 24
Entries for 25th Annual II Awards now live and available to enter for limited period
The awards will be open for entries to II subscribers for a period of six weeks before  shortlisting. Judging and in the case of some awards a period of readers voting will take place ahead of the II Awards 2024 ceremony on October 10, 2024
II Awards 2024 preview – Winner’s Stories – IFGL
In this video, we speak to IFGL CEO David Kneeshaw who discusses the company’s success at last year event
Financial planning | 15 Jul 24
Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions
Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330
Financial planning | 12 Jul 24
FPSB unveils date for this year’s World Financial Planning Day
The day will coincide with the International Organization of Securities Commissions World Investor Week




