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Abrdn loses financial planning boss as II takes over advice business

Abrdn’s head of financial planning Sarah Deaves has left the business after two years. A note published on Companies House confirmed her appointment was terminated on 23 February.

United kingdomCompanies houseLloyds banking groupSarah deavesSchroders personal wealthAbrdn financialMoney marketingAbrdn financial planningInteractive investor

Abrdn confirms restructure and redundancy plans for NI planning team

Abrdn Financial Planning has laid out plans to reduce the number of advisers and paraplanners in its Northern Ireland team, Money Marketing has learned.

Northern irelandUnited kingdomJackie nesbittAbrdn financial planningMoney marketingConsumer dutyChina desaiGrant thornton

Abrdn lays out 'auto referral' model for planning business

Abrdn has shed light on its strategy for its financial planning arm, including plans for a “seamless” referral from its direct self-service business Interactive Investor into financial planning.

Stephen birdInteractive investorMoney marketingAbrdn financial planning

The Morning Briefing: Adviser charges and shift to ESG

The Morning Briefing: Adviser charges and shift to ESG
moneymarketing.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymarketing.co.uk Daily Mail and Mail on Sunday newspapers.

United kingdomLois vallelySarah porrettaHeather hopkinsGillian hepburnPensions service mapsPensions serviceDoxford international business parkNational insuranceMorning briefingConversation withFinancial timesMoney marketingAbrdn financial planning

Abrdn mulls redundancies after financial planning restructure

Abrdn mulls redundancies after financial planning restructure
moneymarketing.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymarketing.co.uk Daily Mail and Mail on Sunday newspapers.

Colin dyerMoney marketingAbrdn financial planningChina desaiGrant thorntonNeil messengerStandard lifeAbrdn financial

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