Three financial firms, including a Financial Planning firm, have been declared as failed since the start of the year by the Financial Services Compensation Scheme. The three firms include Nurture Financial Planning of Norwich, Midhurst Asset Management Limited and Cadogan Asset Management Limited. Norwich-based Nurture Financial Planning Limited (FRN 496332) has three claims in progress […]
Half of America stopped saving for retirement last year amid soaring inflation
Progeny gains Corporate Chartered status
Financial Planning and wealth management firm Progeny Wealth has been awarded Chartered firm status by the Chartered Insurance Institute. Around 15% of UK financial advice firms currently hold corporate Chartered Financial Planner status from the Chartered Insurance Institute / Personal Finance Society. Progeny said that Chartered status demonstrates that the firm puts customers’ interests first, […]
$5.7B RIA gets new private equity backer as Emigrant exits
‘Godfather of UK Financial Planning’ dies at 83
Paul Etheridge MBE, founder of the Institute of Financial Planning (IFP), has died aged 83 at his home near Cheltenham. Mr Etheridge was one of the UK’s longest serving Financial Planners and has been a leading figure in the profession for several decades. He has been referred to as the ‘Godfather of UK Financial Planning’ by many who […]
SJP partners with charity for financial education drive
St James’s Place has partnered with education charity Young Enterprise to support the accreditation of schools looking to become centres of excellence for financial education. The wealth manager will work with 21 schools over the next three years. SJP and Young Enterprise will provide academic staff with the tools and resources needed to teach financial […]