Unique Financial Planning has launched a new wealth management arm in Surrey to target expansion in the HNW market. The launch of Unique Wealth follows the merger of Unique and part of Bright Blue Wealth (BBW), a Surrey-based wealth manager founded in 1999. Both businesses are part of the Openwork network. As part of the […]
The 40,000-member Personal Finance Society is to throw its weight behind rival CISI’s Financial Planning Week campaign for the first time. The CISI Financial Planning Week – being held this year from 5-11 October, is an annual campaign to promote the benefits of long-term Financial Planning to consumers through media coverage and free Financial Planning […]
Some 45% of PIMFA member firms have reported increases in their FSCS levy bill of more than 100% in the last five years, a survey for the wealth manager trade body has revealed. More than four-fifths (82%) said that FSCS costs now accounted for at least 20% of all outgoings, excluding payroll and accommodation costs. […]
