IWP acquires £85m Yorkshire Planner in virtual planning launch
- Monday, 18 October 2021
- Articles
Independent Wealth Planners (IWP) has acquired Acuity Wealth Management and founded a virtual advice service.
Read more...Tavistock avoids £7m sale tax charge
- Thursday, 07 October 2021
- Articles
The sale of Tavistock Wealth to Titan Wealth has qualified for substantial shareholding exemption (SSE), saving wealth manager and Financial Planner Tavistock Investments from paying £7m in tax on the sale.
Read more...Tavistock hits £1.23m profit as performance turns around
- Tuesday, 07 September 2021
- Articles
Wealth manager and Financial Planner Tavistock Investments has posted a £1.23m profit for the year ending 31 March, in contrast to the £5.5m loss the previous year.
Read more...Saltus buys £300m AUM Financial Planning firm
- Thursday, 02 September 2021
- Articles
Wealth manager Saltus Group has acquired Farnham-based Financial Planning firm Fish Financial for an undisclosed sum.
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