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Wealth manager buys 3rd Planner firm in £2.4m deal

Jersey-based wealth manager and financial services group TEAM plc has acquired its third Financial Planning business, it announced today.

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FCA warns firms on selling client banks

 

The FCA has warned that it will intervene on the sale of client banks if selling firms fail to make clear any redress liabilities. 

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Atomos buys 2 regional adviser firms

Financial planning-led wealth manager Atomos is continuing on the acquisition trail with the takeover of two regional advice firms.

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Succession Wealth recruits new CEO from parent Aviva

Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.

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