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  • Tilney launches adventurous sustainable fund

    The lead manager for Tilney Sustainable Adventurous fund will be Genevra Banszky von Ambroz

  • Tilney acquires Essex IFA firm

    L-R: Steve Jupp and Richard Dawes

  • Planners predict record M&A activity in 2022

    In one of a number of deals last week, Financial Planning consolidator Elevation Financial Group acquiring Essex-based IFA Innovate Financial Solutions.

  • M&A could create more sustainable Planning profession

    Martin Bamford, Financial Planner at Informed Choice, said increased M&A activity could provide career opportunities for some advisers and could provide good hunting grounds for Financial Planning firms looking to hire.

  • Expect more US PE-financed Planner deals in 2022

    New Financial Planning group One Four Nine launched in October with the acquisition of Charter Financial Planning and Riche Whatmough Crozier, backed by private equity house Copper Street Capital.

  • Tilney-owned platform launches hybrid advice service

    Bestinvest's website

  • Tilney opens new Belfast office in Ulster expansion

    The Ewart building in Belfast’s business district

  • Tilney Smith & Williamson to rebrand as Evelyn Partners

    Tilney Smith & Williamson will rebrand as Evelyn Partners this summer

  • Planners on the impact of Russia's Ukraine invasion

    Darren Cooke, Chartered Financial Planner, at Red Circle Financial Planning told Financial Planning Today that the war is not worrying clients

  • Financial Planners rally to help Ukrainian refugees

    Refugees fleeing Ukraine

  • Tilney Smith & Williamson doubles Newcastle office

    Newcastle

  • Tilney adds UHNW Planner to London team

    Francesca Allard

  • Tilney adds ex-Quilter NHS specialist Planner

    Tilney Smith & Williamson is to rebrand as Evelyn Partners this summer

  • Tilney S&W hires new CEO for £10bn investment admin arm

    Neil Coxhead

  • Tilney acquires Scottish Financial Planning firm

    Tilney Smith & Williamson plans to rebrand to Evelyn Partners this summer

  • Tilney Smith & Williamson AUM falls £1.9bn in Q1

    Tilney website

  • April IHT receipts rise £10m

    HMRC has released the latest figures for inheritance tax

  • Tilney rebrands as Evelyn Partners

    According to the Financial Planning firm, the rebrand to Evelyn Partners reflects that the business is now ‘one firm with a single purpose’.

  • Evelyn Partners adds Bracknell Planner from Wesleyan

    Evelyn Partners is the new name for Tilney Smith & Williamson

  • Evelyn co-founds accounting and advisory network

    Tilney Smith & Williamson rebranded as Evelyn partners earlier this month.

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