IWP acquires £85m Yorkshire Planner in virtual planning launch

Independent Wealth Planners (IWP) has acquired Acuity Wealth Management and founded a virtual advice service.

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Tavistock avoids £7m sale tax charge

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.

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Tavistock hits £1.23m profit as performance turns around

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.

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Saltus buys £300m AUM Financial Planning firm

Wealth manager Saltus Group has acquired Farnham-based Financial Planning firm Fish Financial for an undisclosed sum.

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