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  • Finli acquires Somerset and Birmingham Planning firms

    Fast-growing wealth manager and Financial Planner Finli Group, formerly Solomon Capital Holdings, has acquired Somerset-based Schaefer Financial Management and Birmingham-based MMR Financial Planning and said it plans three more acquisitions this month.

  • Birmingham adviser completes management buy-in

    Birmingham-based financial advice firm Margetts Wealth Management has completed a management buy-in.

  • Evelyn Partners expands in the Midlands

    Wealth manager and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.

  • Parents pay £30,000+ premium to buy house near top state schools

    Lloyds Bank branch
  • PFS Financial Planning Symposiums to attract 2,400

    Former IFP chief executive Steve Gazzard, a PFS Conference speaker
  • Over 400 Financial Planning delegates head to Wales today

    Former IFP chief executive Steve Gazzard, a PFS Conference speaker
  • Nearly 1,000 Financial Planning pros on their way to Wembley tomorrow

    Wembley Stadium is the venue for the next event
  • 2,300+ sign up for first Festival of Financial Planning

    PFS Festival of Financial Planning logo
  • Nearly 3,000 sign up for UK's biggest Financial Planning event

    PFS Festival of Financial Planning logo
  • Thousands head to UK's biggest ever Financial Planning event

    PFS Festival of Financial Planning website
  • Day 1 attendees at PFS Festival of Financial Planning top 2,500

    PFS Festival of Financial Planning
  • Nearly 3,300 attend first Festival of Financial Planning

    PFS CEO Keith Richards speaking at PFS Festival
  • Vince Cable warns planners of Brexit's "serious disruption"

    LibDem leader Sir Vince Cable addressing conference
  • Annual CISI Financial Planning conference moves to Brum

    Celtic Manor Resort near Newport, South Wales
  • CISI 2018 Financial Planning conference venue announced

    CISI Financial Planning Conference 2018 - Changing Lives
  • Financial Planner’s runners smash charity target

    AFH's team of runners
  • Tilney boosts Midlands office with new hire 

    Tilney website
  • New CISI president to ‘extend voice of Financial Planners’

    Mark Rogers with Andrew Porter
  • Quantum Advisory hires new principal consultant

    Quantum Advisory website
  • Thousands set to attend annual planner conferences

    CISI Conference in 2018

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