Citi Wealth has appointed Adam Clark as its global head of wealth planning
Finli Group makes five acquisitions in Q3
Financial planning business Finli Group completed five acquisitions in the third quarter of 2026
Financial advice firms have reported a surge in enquiries relating to inheritance tax (IHT) and pensions ahead of the Autumn Budget, according to The Personal Investment Management & Financial Advice Association (PIMFA)
For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.