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Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management

Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management
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Gary stewartFraser stewartScott millarFinova moneyOpen finance

Leader: Another year over and the consolidation train shows no signs of slowing

It’s been another busy year in financial advice world. So little time seems to have passed since I wrote my leader about how 2022 was the “year of the consolidator”.

United kingdomCity ofRobin powellAndrew croftVerve foundationFinancial conduct authorityMorgan stanleyAspira corporate solutionsGoldman sachsTitan wealthHayley rabbetsFirst wealthFinova moneyCalton wealthTom hamMoney marketing interactive

Behind the Headlines: Adviser, planner or financial architect ?

Both my first name and surname have always been a challenge for people to pronounce. Throughout school, teachers would make a complete hash of it whenever I was called up to the front during assembly. So, when I graduated from Queen’s University in Belfast, I was astounded when the vice chancellor got it right. My

United kingdomGreg mossLois vallely loisvallelySandra paulRoy mcloughlinHeather hopkinsPaul etheridgeFed gibsonDave robertsonMatt vosperRob schwartzPrestwood softwareQueen university in belfastGareth watersFinancial plannerFinova money

Former First Wealth planners launch next-gen advice firm

A trio of former First Wealth financial planners have decided to set up their own advice firm - Finova Money – which will focus on serving the next generation of clients.

Rob schwarzScott millarRob bellFirst wealthFinova moneyMoney marketingScott wealth management