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United Kingdom

Tips to stay on top of financial planning next year

Retirement | 22 Dec 15

Tips to stay on top of financial planning next year

This year has brought about a significant number of changes that impacted the personal finance landscape. There have already been a number of announcements which will affect people’s financial plans, says Andy Cumming, head of advice at Close Brothers Asset Management, who outlines four key things to watch out for in 2016.

Brewin’s wealth head Ford focusing on growth

Companies | 21 Dec 15

Brewin’s wealth head Ford focusing on growth

Brewin Dolphin’s head of wealth and investment management Stephen
Ford applies two key principles when running money: he believes integrity is
paramount and that financial services is as much about people as performance.

IFA and accountant jailed in UK for film tax fraud

Tax & Regulation | 21 Dec 15

IFA and accountant jailed in UK for film tax fraud

An accountant and an independent financial adviser have been jailed in the UK following their conviction for attempting to steal millions in a tax fraud linked to the film industry.

Downing enters MM space with SG Wealth’s Shillito

Investment | 21 Dec 15

Downing enters MM space with SG Wealth’s Shillito

Downing is to enter the multi-manager arena with the acquisition of SG Wealth’s Managed fund and appointment of Neil Shillito as an investment consultant.

WH Ireland expects “substantial fine” from FCA

Companies | 18 Dec 15

WH Ireland expects “substantial fine” from FCA

UK wealth manager WH Ireland said it is likely to face “a substantial fine imposed by the FCA,” following a Financial Conduct Authority review.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.