NRI Adviser
Financial planning | 2 Apr 26
Online trends are not the enemy of advice – they are the opportunity
John Westwood, Group Chairman, Blacktower FM discusses how digital and online trends such as social media and AI can be an adviser’s friend
Financial planning | 1 Apr 26
Clifton Wealth Partnership acquires financial planning firm Cutting & Carter
The Maldon-based financial planning firm brings approximately 500 active clients and £60m of AUM to the partnership
Latest news | 30 Mar 26
FCA bans former adviser for stealing over £50k from client during Covid
Daniel Leon Williams transferred a client’s money into his own personal account while he acted as their financial adviser
Financial planning | 23 Mar 26
Advisers see surge in demand for tax wrappers as IHT receipts soar
The latest HMRC figures show IHT receipts reached £7.7bn between April 2025 and February 2026
Latest news | 16 Mar 26
Government to revamp Financial Ombudsman Service
Changes are in response to concerns the FOS has acted as a quasi-regulator