Paul Harper

2 months ago | moneymarketing.co.uk | Momodou Musa Touray |Paul Harper |Darius McQuaid

The Chartered Insurance Institute (CII) has appointed two new executive directors to its management team. Adam Harper is now executive director, strategy, advocacy & professional standards, while Holly Porter take on the role of executive director, markets & opportunities. The appointments, announced today (4 February), sees the CII management team headcount increase from five to seven. Both Harper and Porter will take on their respective roles from early March.

2 months ago | moneymarketing.co.uk | Darius McQuaid |Paul Harper

Brooks Macdonald has made LIFT-Financial Group co-founder Michael Holden its chief executive of financial planning. Brooks Macdonald acquired LIFT-Financial Group in October 2024 and the deal has now been completed. The acquisition brings an additional £1.6bn assets of under advice (AUA) and 1,350 clients. Brooks Macdonald’s financial planning business now has total AUA of £6.4bn, of which £2.4bn is funds under management (FUM). It also now boats 90 advisers and paraplanners.

2 months ago | moneymarketing.co.uk | Momodou Musa Touray |Paul Harper |Emmelia Powell

The Financial Conduct Authority is launching a survey into how it regulates the financial-services sector. The annual survey will be sent to regulated firms, asking them to share their feedback on the work of the regulator. In a statement today (30 January), the FCA said that for the first time the survey will be sent out to all regulated firms, allowing it to capture an even wider range of response.

2 months ago | moneymarketing.co.uk | Darius McQuaid |Paul Harper |Thomas Mathar

P1 Investment Services has launched P1 Wealth Pilot, an “all-in-one game changing” client onboarding and servicing portal for financial advisers and their clients. The P1 Wealth Pilot was created to tackle the “massive” problem of siloed data sitting across multiple adviser systems.

2 months ago | moneymarketing.co.uk | Dan Cooper |Darius McQuaid |Paul Harper |Andrew Tully

AJ Bell said it will continue to focus on growing its dual channel platform after adding a further 19,000 customers in the past quarter. It brought the total number to 561,000, up 16% in the last year and 4% in the past three months. The number of advised customers has risen by 2% in the quarter to 174,000, while D2C customers rose by 4% to 387,000. This resulted in record assets under administration (AUA) of £89.5bn, an increase of 17% in the last year and 3% in the quarter.