LEBC chief executive Jack McVitie has stood down temporarily due to illness and is currently undergoing medical treatment.
Read more ...Cost cutting boosts pre-tax profit at Mattioli Woods
- Wednesday, 02 September 2020
- Articles

Mattioli Woods, the wealth management and SIPP business, has reported profit before tax up 36.7% to £13.4m for the year ended 31 May.
Read more ...IWP expands with acquisition north of the border
- Wednesday, 02 September 2020
- Articles

Expanding Financial Planner and wealth manager Independent Wealth Planners (IWP) has acquired Scottish Financial Planning firm Gilmour Hamilton Wealth Management in a move to extend its presence north of the border.
Read more ...Tilney Smith & Williamson turns to US for client facing head
- Thursday, 03 September 2020
- Articles

Tilney Smith & Williamson has appointed John Bunch as chief commercial director, financial services, to lead the new merged wealth management giant’s client facing practitioners.
Read more ...Gaudi SIPP enters top twenty providers
- Thursday, 03 September 2020
- Articles

The Gaudi SIPP has continued to grow and attract new clients despite lockdown and now has over 20,000 SIPPs under its administration.
Read more ...Network targets adviser acquisitions with Beaufort Group buy
- Thursday, 03 September 2020
- Articles

The Socium Group has acquired the Beaufort Group with part of its £160m war chest to acquire Financial Planning businesses across the UK.
Read more ...CISI Annual Paraplanner Conference goes virtual
- Thursday, 03 September 2020
- Articles

The CISI’s Annual Paraplanner Conference has shared its online agenda for this year’s event on the 24 and 25 September.
Read more ...Curtis Banks reports 'solid' figures despite pandemic
- Thursday, 03 September 2020
- Articles

SIPP provider Curtis Banks saw a 4% increase in assets under administration to £28.6bn in the first six months of 2020.
Read more ...Gale and Phillipson acquires Kent firm
- Thursday, 03 September 2020
- Articles

Gale and Phillipson has acquired Gyr Financial Consulting to expand the reach of the Financial Planning and wealth management firm in London and the South East.
Read more ...Paraplanners team up to meet Financial Planner demand
- Thursday, 03 September 2020
- Articles

Plan Works has partnered with Siân Davies Cole to expand the firm's outsourced service to Financial Planners.
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