Momentum Pensions, the SIPP, SSAS and QROPS provider, is considering making strategic acquisitions of SIPP rivals as it builds up for further growth.
Read more ...Chartered Planner backs stand-up comedy night for brain charity
- Monday, 04 September 2017
- Articles

Guildford-based Chartered Financial Planning firm Chapters Financial is to sponsor a local stand up comedy night to raise funds for a brain injury charity.
Read more ...Nearly 3 in 4 advisers now using social media
- Monday, 04 September 2017
- Articles

Nearly three in four financial advisers are using social media with the percentage increasing, according to Intelliflo’s 4th annual survey into social media usage.
Read more ...Curtis Banks reports 85% jump in pre-tax profits
- Monday, 04 September 2017
- Articles

Curtis Banks Group, one of the UK’s biggest SIPP providers, has reported an 85% increase in pre-tax operating profits to £5m and a 98% increase in operating revenue to £21.4m for the first half of the year.
Read more ...Old Mutual Wealth spins off multi-asset arm
- Monday, 04 September 2017
- Articles

Old Mutual Wealth has launched a standalone multi-asset investment business as it reshapes its business model in preparation for “managed separation” of the company from its parent group.
Read more ...Old Mutual Wealth buys Cumbria Financial Planning firm
- Friday, 01 September 2017
- Articles

Old Mutual Wealth Private Client Advisers has acquired Dodd Murray, a Cumbria-based Financial Planning business for an undisclosed sum.
Read more ...Financial services bosses are voted UK’s best
- Friday, 01 September 2017
- Articles

UK employees have voted financial services managers the UK’s best, according to a new survey.
Read more ...Rathbones and Smith&Williamson end merger talks
- Friday, 01 September 2017
- Articles

Rathbones board has ended its exclusive merger discussions with wealth manager Smith & Williamson.
Read more ...Curtis Banks mulls axing Leicestershire office
- Friday, 01 September 2017
- Articles

Fast growing Sipp and SSAS provider Curtis Banks is considering axing its Market Harborough office, making a number of roles potentially redundant.
Read more ...Walker Crips reveals new chief executive in reshuffle
- Friday, 01 September 2017
- Articles

Investment and wealth management firm Walker Crips has announced the appointment of a new chief executive as part of a change of senior management.
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