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Fairstone acquires Dundee-based adviser

Acquisitive Chartered Financial Planning firm Fairstone has acquired Dundee-based Findlay & Company Financial Services, its third acquisition this year.

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Tavistock rebuffs fund manager acquisition attempt

Financial Planning and wealth management firm Tavistock has rebuffed an acquisition attempt by Jersey-based fund manager TEAM plc.

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Newsmakers: Radiant’s CEO Simon Cogman-Hellier

Simon Cogman-Hellier, CEO of the new Leicestershire-based IFA consolidator Radiant Financial Group launched last year, has spoken exclusively to Financial Planning Today about the firm’s acquisition pipeline, doing business during lockdown and how his psychology background has influenced his career.

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Mattioli Woods maintains acquisition strategy

Wealth manager and SIPP firm Mattioli Woods forecast today that 2020 revenues would match 2019 and a round of cost cutting should help maintain profits.

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