HeyJaredJen Frost
- Indexed articles, last 90 days
- 21
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Professionaladviser
- Top 5M sites
- Earliest in this view
- Jul 17, 2026
Latest articles
Lync Wealth Management buys West Midlands financial planning firm (opens the original)
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TKV Financial Management is based in Kingswinford, with a focus on financial planning, retirement advice, pensions and investments. The newly acquired firm is expected to move under Lync branding following the sale. Lync has previously acquired in the area, through its June purchase of Kingswinford business Hayden Kilkelly Independent Financial Advisers. Other recent Lync buys include Belfast's Carleton Financial Planning and RJ Savage Asset Management. Lync, which is backed by an affiliate of t
'Affluent advice gap' sees unadvised individuals sit on £1.61trn amid commission concerns (opens the original)
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The Lang Cat identified this "affluent advice gap" as containing individuals aged 35 to 75 who hold £20,000 or more in investible assets but are not accessing paid for advice. This segment of the population was estimated to hold £1.21trn in investible assets, plus £329bn in defined contribution wealth. "Everyone in this industry agrees the advice gap is a problem, but the real issue is everyone means something slightly different by it," said The Lang Cat CEO Mark Polson. "We wanted to put a numb
AAF puts Europe plans on hold shortly after launch (opens the original)
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AAF Financial Planning Europe was intended to help British expatriates with "tax-led, cross-border financial planning", according to a press release announcing its launch, sent by the firm in June. However, PA now understands that the business has pushed pause before getting off the ground. Leadership at AAF blamed Brexit and wider concerns on the economy for the early stop. "The European business was intended as a soft launch and given the economic climate and ongoing uncertainty over Brexit, w
UK HNW individuals' confidence falls again – Saltus (opens the original)
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The latest index for HNW individuals' confidence in the UK economy and their wealth prospects stood at 60.3, down from 61.3 six months ago. A year ago, it was 64.7. The slide marks the second successive index fall, which Saltus suggested was driven by weakening confidence in the UK economy. The report found that economic confidence has decreased from 66% to 56% over the last 12 months. This represented a continued decline, with the figure having stood at 84% ahead of Labour's 2024 Autumn Budget,
FCA secures bankruptcy order against insurance broker facing embezzlement charges (opens the original)
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Temlett is awaiting trial on embezzlement charges, following an investigation by Police Scotland. Emma Porter, of Aver Chartered Accountants, has been appointed as trustee in the bankruptcy proceedings. Porter is set to examine Temlett's financial affairs and will look to return any recovered funds to creditors, the FCA updated. The bankruptcy, or sequestration as it is known in Scotland, order application was granted on 27 August 2026. Temlett was first barred by the FCA from carrying out regul
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