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Monday, 23 May 2022 14:43

Brooks Macdonald to acquire £250m Midlands IFA

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Wealth manager and Financial Planner Brooks Macdonald is to acquire Nuneaton-based Integrity Wealth (Holdings) Limited - which has £250m in funds under management - for an undisclosed sum.

Monday, 23 May 2022 13:14

FCA chair: Pension Freedoms caused problems

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Outgoing FCA chair Charles Randell - in one of his last major speeches before he stands down - has said that in hindsight “more could have been done” to protect people from the negative impacts of the Pension Freedoms which were introduced in 2015.

Wealth manager Charles Stanley has appointed Adam Benzimra as national sales manager to help grow its presence in the UK intermediary market.

Financial Planning firm Saunderson House will become a restricted financial adviser from 20 June, Financial Planning Today understands.

Adviser network ValidPath has launched a succession solution to facilitate the sale and purchase of IFA firms.

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