UK News
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers
Experts react to House of Lords rebuke on FCA ‘naming and shaming’
The report ‘will put further pressure’ on the FCA
Over 40% of entrepreneurs cite health, family needs as key for exiting
Financial advisers were ranked the joint-most valuable source of support when navigating a business exit
Best Practice | 5 Feb 25
Evelyn Partners is founding partner of Edinburgh Futures Institute financial services hub
Institute is a futures-focused space for learning, research, and innovation at University of Edinburgh
336 Financial Management joins Fairstone ‘downstream’ buy-out programme
The deal takes Fairstone to a milestone 29 new partnerships across UK, Ireland over last 24 months