Financial Planning-focused wealth manager Succession Wealth is reportedly up for sale for approximately £400m, according to Sky News.

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Financial Planning and wealth management firm Tilney Smith & Williamson has added Explore Wealth Management’s team to its Newcastle office.

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An expanded ESG portfolio and new client acquisition has pushed Chartered Financial Planner firm The RU Group past a milestone £600m in assets under management.

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The West Midlands is the region where the greatest proportion of the local population is receiving regulated financial advice, according to new data.

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Almost half (45%) of over-55s think that making family wait until after their death for an inheritance payout is wrong.

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Fund manager Vanguard has reported a surge in younger investors in the UK.

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The Treasury plans to amend regulatory principles to align with the Government’s commitment to achieve a net zero economy by 2050.

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Adviser network The Openwork Partnership has launched a share programme for its partners.

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Wednesday, 10 November 2021
Articles

Financial Conduct Authority staff are making another trip to Wales to meet steelworkers who could be due compensation due to unsuitable DB transfer advice.

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The Personal Finance Society is urging its near 40,000 members to take part in part in Talk Money Week this week, an annual campaign get consumers to talk about money matters with their family.

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