Financial Planning firm Furnley House, the financial services arm of Superbia Group, has acquired Nottingham-based adviser firm CDG Financial Services Ltd.
Read more ...Fairstone buys £200m FUM Devon Financial Planner
- Thursday, 15 December 2022
- Articles

Chartered Financial Planner Fairstone has acquired Devon IFA firm Sabre Financial, adding £200m in Funds Under Management to the group.
Read more ...Kingswood buys Berks Financial Planner for £6.2m
- Thursday, 15 December 2022
- Articles

Fast-growing wealth manager and Financial Planner Kingswood has acquired Berks-based Financial Planner Barry Fleming & Partners for £6.2m.
Read more ...Perspective snaps up 12th adviser firm in 2022
- Thursday, 15 December 2022
- Articles

Acquisitive Financial Planning firm Perspective Financial Group has made its 12th acquisition of 2022 with a deal to buy £115m AUM Staffs IFA firm Hunter & Co.
Read more ...Westbridge adds 3 hires after Rowanmoor acquisition
- Wednesday, 14 December 2022
- Articles

SSAS firm Westbridge Group has added three new hires following the announcement of its acquisition of failed pension firm Rowanmoor’s SSAS business.
Read more ...Verso boosts assets by £725m with 2 Planner acquisitions
- Wednesday, 14 December 2022
- Articles

Verso Wealth Management has acquired Heritage Independent Financial Advisers and IEP Financial Limited today for undisclosed sums.
Read more ...Nearly 6 in 10 HNW investors worried about inflation
- Wednesday, 14 December 2022
- Articles

Six in ten (59%) investors with over £500,000 in investable assets are concerned about the threat of recession and the damage high inflation will do to their portfolios, according to a new report.
Read more ...Transact makes further charge reductions
- Wednesday, 14 December 2022
- Articles

Adviser platform Transact is to reduce its buy commission exemption threshold from £200,000 to £100,000 from 1 March.
Read more ...CPI rate slips back to 10.7%
- Wednesday, 14 December 2022
- Articles

CPI inflation dropped back to 10.7% in November - from 11.1% in October - as petrol prices fell.
Read more ...FSCS compensation funding review moves forward
- Wednesday, 14 December 2022
- Articles

The FCA is to review Financial Services Compensation Scheme limits and funding class thresholds in the next step in its plans to improve the compensation framework.
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