Major global accountancy firm Moore Kingston Smith LLP has acquired Devon-based education specialist Financial Planner Pilot Financial.
Read more ...TV-ad firm which 'unlocked' £83m in pensions fails
- Tuesday, 04 April 2023
- Articles

A major pensions 'unlocking' firm which used TV advertising - Kings (FRN 197285) - has been declared as failed by the Financial Services Compensation Scheme.
Read more ...FCA restricts senior manager at IFA
- Tuesday, 04 April 2023
- Articles

The FCA has imposed a number of restrictions on a senior manager at an IFA firm where £1.5m of client funds may have been misappropriated.
Read more ...Apollo acquires fellow SJP firm Debra Wait WM
- Wednesday, 05 April 2023
- Articles

St James’s Place partner firm Apollo Private Wealth has acquired fell SJP firm Cambridgeshire-based Debra Wait Wealth Management.
Read more ...NextGen Planners director joins IFW board
- Wednesday, 05 April 2023
- Articles

Adam Owen, a director and head of content at the young Financial Planner group NextGen Planners, has joined the board of the Institute for Financial Wellbeing as a non-executive director.
Read more ...Cooper Parry buys third London Financial Planner
- Wednesday, 05 April 2023
- Articles

Cooper Parry Wealth has acquired London-based Financial Planning firm Future Perfect as it continues its recent acquisition drive.
Read more ...Quilter assets drop 11% as net flows plunge 55%
- Wednesday, 05 April 2023
- Articles

Assets under management and administration for Financial Planner and wealth manager Quilter dropped 11% to £99.6bn in 2022.
Read more ...Admin error sees Fairstone director temporarily removed
- Wednesday, 05 April 2023
- Articles

An administration error by one of Fairstone’s lawyers saw Tom Taylor removed temporarily as a director of the company.
Read more ...FCA increases fees for Planner firm category by 8.9%
- Wednesday, 05 April 2023
- Articles

The Financial Conduct Authority has revealed plans to raise its annual fee charged to its Financial Planning firm segment by 8.9% for 2023/24.
Read more ...Watchdog outlines campaign to cut financial crime
- Wednesday, 05 April 2023
- Articles

The Financial Conduct Authority has outlined its plans to reduce and prevent financial crime as part of its 2023/24 Business Plan released today.
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