10/28/2025
St James’s Place senior investment specialist Corinne Lord is keen for the industry to do more work to bridge the advice gap, to ensure seeking advice is within reach for everyone regardless of wealth or age
10/27/2025
The integration combines trading, portfolio management, and investment insights to improve client accessibility and convenience.
10/27/2025
The firm, founded by Nick Oliver and launched in 2022, provides independent financial advice to clients across a range of services including pensions, investments, protection and estate planning.
10/27/2025
The purchase of Manchester-based Haven, which specialises in pensions and investments, builds on the firm’s existing footprint in Liverpool,