1+ day, 8+ hour ago   (461+ words) As a Chartered Financial Planner, Trust and Estate Practitioner (STEP), and Taxation Technician who is progressing towards Chartered Tax Adviser status, Aaron has a particularly strong technical background, and will report directly to Mark Wilkins, Managing Partner for the Southampton…...

1+ week, 5+ day ago   (1116+ words) The UK workforce has changed shape faster than the mortgage market has adapted to it. A generation ago, “employed” typically meant a single employer, a regular payslip and a P60 that told the whole story. That’s no longer true for a…...

1+ week, 6+ day ago   (644+ words) I am always of the opinion that if you have found the house of your dreams, you can afford the mortgage (and protection), and it fits within your overall budget, then why wait and potentially be disappointed? Talking to clients…...

1+ week, 6+ day ago   (604+ words) The findings, from M&G’s new Investor Compass report, come as market shocks are becoming more frequent. The VIX index1, often referred to as Wall Street’s ‘fear gauge’, has peaked above 30, a level commonly associated with heightened stress, more often since…...

3+ week, 4+ day ago   (562+ words) The Right Mortgage & Protection Network has today announced continued year-on-year growth across its core business areas for the second quarter of 2026, with increases in mortgage lending, completions, protection, equity release and adviser numbers compared to the same period in 2025. Mortgage…...

3+ week, 4+ day ago   (1143+ words) Many aspiring homeowners could be delaying their plans to get on the property ladder because they mistakenly believe they wouldn’t qualify for a mortgage, new research from Lloyds suggests. The study of more than 1,000 prospective first-time buyers found widespread confusion…...

3+ week, 4+ day ago   (1053+ words) Risk may be measurable, hedgeable and tradeable within an investment bank, but for financial planning clients, it is rarely quite so straightforward. In these thought-provoking personal reflections, Kanishk Swarup, Founder & Principal Adviser at Compound Wealth Planning, draws on behavioural finance…...

3+ week, 5+ day ago   (508+ words) Financial advisers are open to agentic AI handling administrative work across the advice journey but want human oversight for decisions that affect client money, according to research from global wealth management technology provider GBST and consultancy the lang cat. The…...

3+ week, 6+ day ago   (540+ words) Today, TISA has launched a best practice guide to help its members turn the Targeted Support regulatory framework into practical, scalable services that deliver better outcomes for consumers. Developed collaboratively with its members, the guide brings together practical considerations for…...