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McCrea Financial Services has selected Common Wheel as its nominated charity for the year ahead. The Glasgow-based financial advisory firm recently held its 12th Annual Charity Golf Day, while five staff members also took part in the Glasgow Kiltwalk, which combined has already helped the fundr

Phil Anderson, company founder and managing director at Phil Anderson Financial Services (PAFS), is set to release the 100th episode of his podcast ‘The UK Personal Finance Show,’ as total downloads of the series reach 66,253. Launched in August 2020, the weekly podcast features radio ho

Wealth management and professional services group, Evelyn Partners, has announced that Callan Anderson, the founder and owner of boutique financial planning business Equilibrium Financial Consultancy, will be joining its Glasgow office. Mr Anderson, who has run Glasgow-based Equilibrium for the past

A one-week work placement has led to a promising career for an Aberdeen trainee, who has become one of the youngest in Scotland to complete their financial diploma. Having joined Acumen Financial Planning from school, Andrew McRae has combined working and studying and recently passed his R02 Level 4

Despite a challenging year for many, Aberdeenshire-headquartered Acumen Financial Planning has cemented increased growth through the addition of 17 new members of staff across their various offices and companies in the group. The team expansion, which includes paraplanners, financial planners, a com

Scottish financial planning and investment management firm Carbon Financial Partners has opened a new office in Perth’s Whitefriars business park. Since being established in Perth 11 years ago, the firm has rolled out offices in Aberdeen, Edinburgh, Glasgow and London.

Acumen Financial Planning has bolstered its senior team with the promotion of two directors, Rhian Morgan and Kevin Mackenzie. The two directors, both Aberdeen based, have been with Acumen Financial Planning, which is part of the parent group, for 17 and 14 years respectively and have continued to s

Aberdeen-based financial advisory firm McHardy Financial has appointed Jonathan Craig as financial planning director. Mr Craig’s appointment grows the firm's workforce to 53 across Scottish offices in the Granite City, Edinburgh, Perth, Kirkcaldy and Galashiels.

Scottish Financial Enterprise (SFE) has seen its membership grow by 15% in 2021, with the organisation seeing 12 new members join its ranks. The rise takes the total number of members to 92.

Beeks Financial Cloud Group, the Hillington-based cloud computing and connectivity provider for financial markets, has announced the signing of a $2.2 million contract over four years for its recently launched Proximity Cloud offering, with one of the world's largest Foreign Exchange brokers. This i

McCrea Financial Services has been named one of the UK’s top 100 independent financial advisory firms and the only UK firm to win one of the highest industry awards for retirement planning. Glasgow-based McCrea were, for the first time, named in the annual Citywire New Model Adviser Top 100 li

Acumen Financial Planning managing director Sandy Robertson was awarded the Tony Sellon Good Egg Award at the annual CISI (Chartered Institute for Securities & Investment) awards. The highly regarded accolade is awarded to individuals recognised for making an ongoing substantial contribution to

Banff-headquartered financial advisers Structured Financial Planning is celebrating the opening of a new office in Banchory by agreeing a sponsorship deal with Torphins Olympic skier Alex Tilley. The company manages over £90 million of pensions and investments for personal and business cl

Glasgow-based Xcel Financial Services Limited (XFS Limited), a provider of sales ledger management, credit control and debt recovery, has appointed Margo Kidd as a director. Ms Kidd joined XFS Limited in 2020 as chief operations officer and has 32 years of experience in the collections industry

Edinburgh-based financial services company Nucleus Financial Group has seen its assets under administration (AUA) increase by 19% year on year, approaching the £19 billion mark. As of 30 June 2021, the company's AUA rose to £18.9 billion, up 19.2% year-on-year and 5.1% on the previous qu