UK financial advice firm Ascot Lloyd has completed its acquisition of Aberdeen Financial Planning (AFP). The acquisition bolsters Ascot Lloyd’s assets under advice by £3.6bn taking the combined figure ...
Global professional servies group JTC Group has made leadership changes within its Luxembourg office, it confirmed today. Lee Marshall (pictured) will assume the role of head of Luxembourg for JTC, ...
Over 800,000 higher earners in the UK are missing out in around £1.4bn in pensions tax relief, new data suggests. Around 6.8 million people paid into a pension via 'relief at source' in 2023/24, ...
Ask a group of financial advisers what they 'do' and you'll hear familiar answers. Investment planning. Retirement strategies. Pensions. Perfectly respectable. Entirely sensible. And yet, somehow, ...
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