Link: Smart Money January to February 2020 (pdf)
Welcome to our first edition for 2020. Inside this issue, we feature articles covering a number of […]
Link: Smart Money November to December 2019 (pdf)
Welcome to our latest edition. Inside this issue, we look at a number of the topical financial planning stories making the news agenda.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle, and ‘bad news sells’. The investment world can be unpredictable and investors currently have plenty of bad news to process, with a plethora of events making the daily and even hourly news headlines – from the US-China trade conflict and oil price volatility, […]
(This Article Appeared on the FT Adviser Website on the 24 July 2019)
Below is an Article about Portfolio Wealth Management’s Recent acquisition of Crescent Financial
Financial Planning firm Portfolio Financial Consultancy Ltd (PFC) is to acquire Crescent Financial.
The move came after S&M Hughes Ltd (trading as Crescent Financial) voluntarily relinquished its regulatory permission and made an approach to PFC.
After discussions with the FCA, PFC was given approval to take on Crescent’s clients, who will […]