East Midlands-based Financial Planning firm George Square Financial Management has added a Chartered financial adviser to its team to support the firm’s expansion plans. George Square, which provides independent Financial Planning solutions and mortgage advice to private individuals and businesses, has recruited George Bonsall to provide holistic Financial Planning advice to the firm’s clients. He specialises in […]
Archives for 2021
Nottingham Planning firm adds Chartered adviser
East Midlands-based Financial Planning firm George Square Financial Management has added a Chartered financial adviser to its team to support the firm’s expansion plans. George Square, which provides independent Financial Planning solutions and mortgage advice to private individuals and businesses, has recruited George Bonsall to provide holistic Financial Planning advice to the firm’s clients. He specialises in […]
At sketchy brokerages, FINRA is now part of HR
Lule Demmissie named eToro’s U.S. CEO
Where did RIAs move to during the pandemic?
Where did RIAs move to during the pandemic?
Saltus buys £300m AUM Financial Planning firm
Wealth manager Saltus Group has acquired Farnham-based Financial Planning firm Fish Financial for an undisclosed sum. Farnham-based Fish Financial was established in 2007 by Ian Colley to provide Financial Planning and wealth management advice to high-net-worth individuals and business owners. The firm manages £300m of client assets and employs 16 people. Mr Colley said Fish […]
Pandemic failed to halt growth of workplace pensions
The percentage of workplace pension savers who actively stopped saving fell slightly during the Coronavirus pandemic, according to data released this morning. The proportion of workplace pension savers who have made the active decision to stop saving has fallen slightly from 0.75% in the financial year 2019-20 to 0.63% in the financial year 2020-21, according […]
