An administration error by one of Fairstone’s lawyers saw Tom Taylor removed temporarily as a director of the company.

Assets under management and administration for Financial Planner and wealth manager Quilter dropped 11% to £99.6bn in 2022.

Cooper Parry Wealth has acquired London-based Financial Planning firm Future Perfect as it continues its recent acquisition drive.

St James’s Place partner firm Apollo Private Wealth has acquired fell SJP firm Cambridgeshire-based Debra Wait Wealth Management.

Adam Owen, a director and head of content at the young Financial Planner group NextGen Planners, has joined the board of the Institute for Financial Wellbeing as a non-executive director. 

The FCA has imposed a number of restrictions on a senior manager at an IFA firm where £1.5m of client funds may have been misappropriated.

A major pensions 'unlocking' firm which used TV advertising - Kings (FRN 197285) - has been declared as failed by the Financial Services Compensation Scheme.

Major global accountancy firm Moore Kingston Smith LLP has acquired Devon-based education specialist Financial Planner Pilot Financial.

Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired Wimbledon-based Bespoke Corporate Pensions Limited (BCPL) for an undisclosed sum.

Rathbones and Investec’s Wealth & Investment UK division are to merge to create a discretionary wealth manager with £100bn in Funds Under Management.