Wealth manager and Financial Planner Kingswood is to acquire Surrey-based Chartered Financial Planner firm Regency Investment Services for £3.45m.
Read more ...Kingswood buys Surrey Chartered Financial Planner for £3.45m
- Friday, 18 September 2020
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Expert Wealth becomes CISI Accredited Planning Firm
- Friday, 18 September 2020
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The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.
Read more ...FSCS: consumers must ask more questions
- Friday, 18 September 2020
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The Financial Services Compensation Scheme has launched a campaign to encourage more savers to ask financial advisers and providers more questions about how their money is protected.
Read more ...Covid-19 'damage' boosting demand for financial advice
- Friday, 18 September 2020
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The financial damage caused by the Coronavirus pandemic is boosting demand for financial advice - with many consumers wanting face to face advice, according to research from adviser network Openwork.
Read more ...Schroders buys £2.2bn London firm serving UHNW clients
- Friday, 18 September 2020
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Schroder’s Cazenove Capital business is to acquire London-based UHNW family office Sandaire in a drive to expand its wealth management business globally.
Read more ...Fast-growing Kingswood's results hit by Covid-19
- Monday, 21 September 2020
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Wealth manager and Financial Planner Kingswood Holdings has reported a hit to new business from the Coronavirus pandemic but says it is beginning to recover.
Read more ...NS&I to slash interest rates from November
- Monday, 21 September 2020
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NS&I is to make sweeping cuts to most of its savings products from 24 November.
Read more ...IWP acquires Sussex Financial Planner firm
- Monday, 21 September 2020
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Independent Wealth Planners has acquired Southern-based Financial Planning firm Hunter Hammond Daniel Associates to establish its first presence in Sussex.
Read more ...Options parent ‘disappointed’ by Adams case appeal
- Monday, 21 September 2020
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SIPP and cross-border financial services firm STM has expressed “disappointment” at the Court of Appeal’s decision to allow a challenge to the judgment in the long-running ‘Adams’ case.
Read more ...James Hay hires new CEO as Conway exits
- Monday, 21 September 2020
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Platform and SIPP firm James Hay has appointed former LV= group CEO Richard Rowney as its new chief executive to replace Alastair Conway.
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