Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in three IFA firms as it continues its strategy of taking stakes in UK advisers.
Read more ...Brooks Macdonald completes acquisition of Norwich Planner
- Monday, 02 December 2024
- Articles

Wealth manager and Financial Planner Brooks Macdonald has completed the acquisition of Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.
Read more ...Life Planning founder launches global fiduciary campaign
- Monday, 02 December 2024
- Articles

George Kinder, founder of the holistic life planning movement, has launched a global campaign to encourage institutions to embed fiduciary standards into all of their processes to put client and public interests first.
Read more ...Tavistock confirms repositioning after £22m Saltus deal
- Monday, 02 December 2024
- Articles

Wealth manager Tavistock has confirmed that it will reposition the business after receiving £22m from The Saltus Partnership today for its network of 140 self-employed registered individuals.
Read more ...Skerritts rebrands as Shackleton and buys 4 firms
- Monday, 02 December 2024
- Articles

Fast-growing Chartered Financial Adviser and wealth manager Skerritts has changed its name to Shackleton and acquired four financial advice businesses.
Read more ...Britons pump £20bn into cash savings
- Monday, 02 December 2024
- Articles

British savers put over £20bn into cash savings in October, the highest deposits ever seen outside of the Coronavirus pandemic.
Read more ...PFS adds 24 Financial Planning roadshows for 2025
- Friday, 29 November 2024
- Articles

The Personal Finance Society (PFS) has launched a programme of roadshows to be held across 24 locations in 2025.
Read more ...9 in 10 new advice requests retirement focused – report
- Friday, 29 November 2024
- Articles

Pension advice requests are dominating advisers' inboxes, with 9 out of 10 new requests from clients including retirement planning questions, according to a new report.
Read more ...TPR to shift to more prudential-style regulation
- Friday, 29 November 2024
- Articles

The Pensions Regulator (TPR) is to shift to a more prudential-style of regulation to protect savers from systemic risk.
Read more ...‘Reckless’ pension transfer adviser fined nearly £1.4m
- Friday, 29 November 2024
- Articles

Pension transfer specialist adviser Philip Pryke has been fined £1.4m by the FCA after his firm advised on 986 transfers, many of them not in the client’s best interests.
Read more ...