Financial Planning firm Tavistock Investments has acquired Precise Protect, an insurance and protection business based in Bangor, Northern Ireland, for £7m.
Read more ...Evelyn appoints Edinburgh Financial Planning director
- Tuesday, 11 April 2023
- Articles

Wealth manager and Financial Planner Evelyn Partners has boosted its Edinburgh office with the appointment of Chartered Financial Planner Duncan Arthur as Financial Planning director.
Read more ...Guest Column: New pensions limits need responsibility
- Friday, 20 May 2022
- Articles

Richard Mattison, director at SSAS specialist Whitehall Group, comments on the scrapping of the Lifetime Allowance, the raising the Annual Allowance and the unintended consequences they could cause.
Read more ...Brighton financial advice firms in £1.5bn merger
- Tuesday, 11 April 2023
- Articles

Sussex-based private equity firm Cow Corner Investing has merged two Brighton-based financial advice firms it has acquired into one business with £1.5bn of assets.
Read more ...Manchester wealth manager in default
- Tuesday, 11 April 2023
- Articles

The Financial Services Compensation Scheme has declared in default advice firm Salford-based SQ Wealth, which formerly traded as Quays Wealth Management (FRN: 707844).
Read more ...New chair for global Financial Planning body
- Tuesday, 11 April 2023
- Articles

The Financial Planning Standards Board (FPSB), the global Financial Planning professional body, has appointed a new chair and board leaders to support worldwide professional standards in Financial Planning.
Read more ...UK investors move £409m into funds in February
- Tuesday, 11 April 2023
- Articles

UK investors moved £409m into funds in February as ISA savers continued to commit to long-term investing, according to the fund sector's trade body.
Read more ...FCA to host international greenwashing event
- Wednesday, 12 April 2023
- Articles

The Financial Conduct Authority will host an international forum designed to develop tools to tackle the rising tide of greenwashing in financial services.
Read more ...Budget pension changes boost client enquiries
- Wednesday, 12 April 2023
- Articles

The raft of pension changes announced by the Chancellor in the March Budget has fuelled an increase in enquiries from clients, according to new research.
Read more ...Doctors hit with £17.7m in lifetime allowance charges
- Wednesday, 12 April 2023
- Articles

More than 500 doctors have unnecessarily paid more than £17.7m in Lifetime Allowance (LTA) charges, according to new research.
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