Wealth manager TrinityBridge, formerly Close Brothers Asset Management, has appointed long-standing Financial Planning head Andrew Knight as its new client relationship director for Scotland.
Read more ...Kinder secures UK innovator visa to expand global vision
- Tuesday, 29 April 2025
- Articles

US-based George Kinder, founder of the holistic Life Planning movement, has successfully secured a UK Innovator Founder Visa to allow him to live and work in the UK to launch the next stage of his global strategy from London.
Read more ...My Pension Expert secures £25m refinancing deal
- Tuesday, 29 April 2025
- Articles

At-retirement adviser My Pension Expert has secured a £25m refinancing deal through digital lender OakNorth to help fund expansion plans.
Read more ...Glasgow firm has permissions removed
- Tuesday, 29 April 2025
- Articles

The FCA has cancelled the part 4A regulatory permissions of Glasgow-based firm LR Kennedy Insurance Services (FRN: 311420) after repeated failures from the firm to respond to questionnaires, telephone calls and emails from the regulator.
Read more ...FSCS opens probe into Hants IFA after £2.3m fraud charge
- Monday, 28 April 2025
- Articles

Campbell & Associates Independent Financial Advice Ltd (FRN: 602550) has been placed under investigation by the Financial Services Compensation Scheme, after its sole director was charged with a £2.3m against involving clients.
Read more ...Frenkel Topping funds climb to £1.56bn
- Monday, 28 April 2025
- Articles

Salford-based financial and professional services firm Frenkel Topping has reported record funds under management (FUM) of £1.56bn at the end of 2024, compared to £1.335bn in 2023.
Read more ...FCA uses technology to be more 'user-friendly'
- Monday, 28 April 2025
- Articles

The FCA is embracing technology to help it be more “user-friendly” by reducing regulatory burdens and adopting a more dynamic approach to supervision and authorisation.
Read more ...Rugby star to lead wealth manager’s sports division
- Monday, 28 April 2025
- Articles

Former professional rugby player and Chartered Financial Planner Jason Baggott will jointly lead Scottish wealth manager Tweed’s new sports division.
Read more ...Pension transfer value falls to record low
- Monday, 28 April 2025
- Articles

Average defined benefit pension values have fallen to their lowest rates since the XPS Group’s Transfer Watch was established in 2018.
Read more ...Tech savvy advisers outperforming rivals
- Monday, 28 April 2025
- Articles

Financial advice firms fully embracing technology generate more revenue and have more assets under advice and clients than low adoption rivals.
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