Financial Planner Schroders Personal Wealth has recruited Ben Waterhouse from Barclays Wealth to be its new chief client officer.
Read more ...M&G gets green light for Sandringham takeover
- Friday, 07 January 2022
- Articles

Fund and wealth management group M&G has received the regulatory go ahead for its acquisition of financial adviser firm Sandringham Financial Partners.
Read more ...Fewer than 1 in 10 clients involve children in equity release
- Friday, 07 January 2022
- Articles

Only 1 in 14 clients involve their children in meetings with financial advisers when discussing equity release, according to a new report.
Read more ...Responsible funds netted 3 in 4 retail sales in November
- Friday, 07 January 2022
- Articles

Responsible investment fund flows increased to £1.8bn of net retail sales in November (October £1.5bn), according to new data from the Investment Association.
Read more ...HMRC pushes back Self-Assessment filing penalties
- Thursday, 06 January 2022
- Articles

HMRC has waived late filing and late payment penalties for Self-Assessment taxpayers for one month.
Read more ...Prosperis acquires Yorkshire Planning firm
- Thursday, 06 January 2022
- Articles

IFA Prosperis has acquired Yorkshire-based Financial Planning firm AJ Hird for an undisclosed sum.
Read more ...IFA consolidator Elevation acquires Essex IFA
- Thursday, 06 January 2022
- Articles

IFA consolidation Elevation Financial Group (EFG) has acquired Essex-based IFA Innovate Financial Solutions (Innovate).
Read more ...LIBOR submissions ended
- Thursday, 06 January 2022
- Articles

The publication of 24 LIBOR settings has ended with a change in methodology coming into force for the six remaining Euro and Swiss Franc settings.
Read more ...Mattioli Woods client assets pass £15bn
- Thursday, 06 January 2022
- Articles

Client assets at wealth manager and SIPP provider Mattioli Woods rose 42% to £15.1bn over the six months ending 30 November 2021.
Read more ...Tilney acquires Essex IFA firm
- Thursday, 06 January 2022
- Articles

Financial Planner and wealth manager Tilney Smith & Williamson has added Essex IFA FP Solutions to its Chelmsford office.
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