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4 weeks ago | 
moneymarketing.co.uk | David Ferguson |Dan Cooper |Kimberley Dondo
Good morning and welcome to your Morning Briefing for Wednesday 26 March 2025. To get this in your inbox every morning click here. Spring Statement predictionsChancellor Rachel Reeves is expected to deliver her Spring Statement today (26 March), and after a bombshell Budget last Autumn, industry commentators are predicting its Spring counterpart will unlikely deliver such a punch. Aegon pensions director Steven Cameron says he thinks there will be a “Spring Statement silence” on pensions.
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Jan 14, 2025 | 
businessmondays.co.uk | David Ferguson
Strategic move comes as demand for services continues to growLaw firm, WSP Solicitors has opened a new Gloucester office as the firm looks to cement its position as one of the leading legal service providers in the county. The move reflects growing local demand for its services including specialist areas such as out-of-court Family Law and Mediation, Child Law, Wills and Probate, and Corporate Law.
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Dec 10, 2024 | 
moneymarketing.co.uk | David Ferguson |Rachel Vahey
The advised platform market spent 2023 bedevilled by outflows, botched technology upgrades and sharpening regulatory intervention. It then limped into 2024 and has spent the year – you guessed it – bedevilled by outflows, botched technology upgrades and sharpening regulatory intervention. To give a sense of the struggle, standalone listed firms trade at 30% of their 2020 valuations (relative to assets under advice).
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Nov 27, 2024 | 
businessmondays.co.uk | David Ferguson
Leading regional law firm, Gardner Leader, has marked the end of the year with a hattrick of industry accolades, having been named ‘Law Firm of the Year’ by LawNet, a national network of around 70 high quality independent law firms, and The Royal Berkshire Property Awards, as well as ‘Best SME’ at Maidenhead & District Chamber of Commerce (MDCC) Community & Business Awards.
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Oct 25, 2024 | 
moneymarketing.co.uk | Momodou Musa Touray |David Ferguson
Scams are on the rise. Not a day goes by without us receiving scam messages via email, telephone or social media. It is pervasive, persistent and annoying. We have learned to ignore these scam messages. But the problem hasn’t gone away. The fraudsters are determined to get us to part with our monies. They have devised all manner of ploys to defraud us. From romance to investment scam, no area is off limits to these swindlers. All we can have is eternal vigilance and hope we don’t run out of luck.
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Oct 23, 2024 | 
businessmondays.co.uk | David Ferguson
With 35 Dementia Friends accreditations awarded on the dayLeading regional law firm, Gardner Leader, has gathered together 35 local professionals for an Alzheimer’s Society Dementia Friends training event to raise greater awareness on how the condition impacts people, both professionally and personally. One in three people born in the UK today will experience dementia at some point in their lives, according to a report by the Alzheimer’s Society.
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Oct 22, 2024 | 
moneymarketing.co.uk | Jess Franks |David Ferguson
Financial advisers who get intergenerational planning right will deliver exceptional value for clients and protect their business over the coming years. Thanks to the remarkable wealth built up by the Baby Boomer generation, an enormous quantity of wealth is passing to spouses and the next generation. In fact, the estimates £5.5trn will pass between generations within the next 30 years.
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Oct 22, 2024 | 
moneymarketing.co.uk | Dan Cooper |David Ferguson
Over two thirds of advisers (68%) have said their firm is looking to grow by taking on new clients. This figure is up from 50% last year. Meanwhile, 40% plan to grow by hiring new staff, nearly double the number in 2023. The research by NextWealth, based on a survey of 340 financial advice professionals, also reveals fewer firms are looking to sell up or exit the profession. This is despite the “constant drumbeat of news” about the consolidation of financial advice firms.
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Oct 11, 2024 | 
moneymarketing.co.uk | David Ferguson |Dan Cooper |Ian McKenna |ian mckenna
In 2000, when the brilliant Ian Taylor and Mike Howard were launching Transact and giving advisers control like never before, the other end of the tech market saw another iconic and much-loved innovation rolled out: the Nokia 3310. Over the next few years, 126 million of the wonderful things would be shipped to a generation of Snake addicts, who still hold it in cultish affection long after it was laid to rest in 2005.
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Sep 2, 2024 | 
moneymarketing.co.uk | David Ferguson |Phil Wickenden
Perspective Financial Group has completed two further acquisitions, bringing its total to 11 this year and 89 since it was founded 16 years ago. The latest two transactions add approximately £185m in assets under advice, 530 households as clients and a further office near Sheffield. This brings its total number of offices to 39. The first acquisition is of Whittington Goddard Associates in Dore, near Sheffield. The firm was founded in 2003.
