News
Latest news | news 24 Jul 25
Over three quarters of advisers want to grow their AUA
According to research from NextWealth and Aegon
Latest news | news 24 Jul 25
Wealth Management firm Affinity opens Dubai office
Firm has established base in Jersey
Financial planning | news 23 Jul 25
Policy experts lambast government’s decision to proceed with IHT raid on pensions
Takes effect from April 2027.
FCA looks to boost cross-border services between UK and Switzerland
Part of the Berne Financial Services Agreement
IQ-EQ buys Gordian Capital
Part of the PE-backed firm’s global expansion strategy

