Investec Wealth and Investment UK
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Jul- 2024 -23 JulyLatest News
Today’s news in brief – 23/7/2024
Bishop Fleming has achieved double-digit organic growth, reaching over £43m in revenue for the fiscal year ending May 31, 2024. This success aligns with its ambitious five-year “Better Growth” strategy aimed at doubling its business size. Managing Partner Andrew Sandiford attributes this growth to a focus on sustainable practices, including…
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23 JulyBusiness
Retirement of financial advisers concerns clients, research finds
For the clients of financial advisers, the prospect of them retiring is a source of “real” concern, according to new research from wealth manager Investec Wealth and Investment UK. The study of 535 UK-based consumers with stock market-related investments found that 20% are “very concerned” that their IFA or financial…
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Oct- 2022 -5 OctoberBusiness
Dow Schofield Watts launches DSW Wealth Planning
Business advisory firm Dow Schofield Watts has appointed financial planning expert, Jonathon Jay, as a partner to head up and launch DSW Wealth Planning, a joint venture with Corbel Partners Limited who will undertake compliance and paraplanning. Jay will be based at the firm’s Daresbury office, and he joins from…
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