Catch up on Money Marketing's most popular stories this week, such as Quilter launching a Cash Hub savings service for platform customers and the ‘choppy ride’ equity markets can expect in 2024. Read more below: Quilter launches Cash Hub savings service for platform customers Quilter has launched a new Cash Hub
Succession Wealth has acquired DFP Health and Wealth Management – a Plymouth-based independent financial advice business which manages around £165m in assets. DFP was founded in 2002 to provide advice on retirement planning and investments to clients across the south and south-west of England.
Quilter has been ordered to compensate a bereaved husband after he received advice to transfer into Quilter’s pension and funds when he sought advice to access his tax free cash to spend time with his late wife who was in poor health. In May 2016 the client, Mr S, approached his adviser to seek advice on accessing
Quilter Financial Planning has said it expects to report a further drop in the number of appointed representatives (ARs) in its network this year, as it nears the completion of its productivity drive.