Recommended

Business-Handshake-General-Hire-Appointment-700x450.jpg

Bellpenny adds £31m in assets with latest advice firm deal

Bellpenny has agreed a deal to acquire the business of Winchester-based IFA City Wealth Management for an undisclosed sum. The acquisition adds £31m in assets under advice and sees 100 active clients transfer over to Bellpenny. City Wealth Management adviser and director Andrew Gibson will not be joining Bellpenny, but will work with Bellpenny to […]

Tom Kean: Confused regulation is holding back advisers

I like to think one of the skills that makes me a decent adviser is the ability to convert complex, illogical and sometimes-opaque notions into bite-sized snippets of information clients might understand. Thirty years in the job has led me to accept, although we live and breathe our subject, that is simply not the case […]

Adrian-Walker-MM-Peach-200.jpg

Adrian Walker: Pension tax relief in the crosshairs

Pension tax relief has come under fire this month as the three main political parties unveiled their election manifestos. First to be revealed was the Labour plan to restrict tax relief for top-rate taxpayers (around 300,000 people) to the same level as basic-rate payers: i.e. 20 per cent. The cut would begin at £150,000, tapering […]

Stephen Gazard SBG MD 700
7

Sesame to close financial adviser school

Sesame is to close its Financial Adviser School and is consulting with staff affected by its decision to scrap its investment advice network. In March, Sesame Bankhall Group announced it will no longer operate as a network for investment advisers as part of a fundamental overhaul of the business. In an update to members today, […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment