Advisers having the confidence to ask questions in the right way is a major catalyst for ensuring individuals in the LGBTQ+ community come on board as clients, St James’s Place (SJP) has said.
Defined contribution (DC) pension holders are currently waiting an average of 29 days for ceding companies to transfer their funds to new providers, according to My Pension Expert.
The number of financial advisers working for advice firms in the UK in 2022 was higher than in both 2021 and 2020, new Financial Conduct Authority (FCA) statistics show.
National Chartered wealth manager Progeny has acquired Nottingham-based wealth manager Fiscal Engineers in a deal that takes its assets under management to £8bn.
In this new interview series, Professional Adviser speaks with a range of people across the UK who have left their established career and turned their hand to financial advice.