News
Latest news | 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
Latest news | news 30 Mar 26
Team inks deal to acquire Epic Funds Services Guernsey
Team also set to acquire eight investment mandates from UK-based investment management business Epic Markets for £1m
Latest news | news 23 Mar 26
Quilter: Investors’ support for green transition not translating into action
Research shows disconnect between investors’ green goals and product selection
Latest news | news 23 Mar 26
BlackRock’s Larry Fink warns AI risks widening wealth inequality
CEO said ensuring participation in AI-generated growth also increases is both a challenge and an opportunity
Financial planning | news 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