The Finli Group has bought Somerset-based Schaefer Financial Management and Birmingham-based MMR Financial Planning for undisclosed sums. This takes the number of firms bought by the Group to 41 ...

Relationships are so important in financial planning with some advisers becoming like family with their clients, according to Tasha Pullen who runs her own firm in Exeter. She has been a financial ...

Now that Acquis (a longtime favorite of mine that was our former best less expensive pick) has closed down operations in the United States, I’ve been on the hunt for a replacement option.