Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.
Read more ...FCA bans 'incompetent' £125m pension transfer adviser
- Friday, 03 November 2023
- Articles

The Financial Conduct Authority has banned financial adviser Geoffrey Armin for "seriously incompetent" advice on £125m of pension transfers which resulted in losses for clients of nearly £4m.
Read more ...ICO fines firm £55k for making 21,000 pension calls
- Friday, 03 November 2023
- Articles

The Information Commissioner’s Office, the data regulator, has fined marketing firm MCP Online Ltd (MCP) £55,000 for making nearly 21,000 unsolicited calls about pensions to consumers.
Read more ...Women’s advice firm expands nationwide
- Friday, 03 November 2023
- Articles

Wealth manager and Financial Planner Independent Women has expanded across the UK following its acquisition by Mazars.
Read more ...Evelyn Partners acquires Kent accountancy firm
- Friday, 03 November 2023
- Articles

Wealth management and Financial Planning firm Evelyn Partners has acquired Tunbridge Wells-based accountancy firm Creaseys Group Limited.
Read more ...Loyal North acquires Scottish Borders Planning firm
- Friday, 03 November 2023
- Articles

Loyal North has acquired Scottish Borders-based Financial Planning firm Sovereign Financial Services for an undisclosed sum.
Read more ...UK investors withdrew £1.4bn from funds in September
- Thursday, 02 November 2023
- Articles

UK retail investors pulled out £1.4bn from funds in September, according to the latest data from the Investment Association.
Read more ...Fairstone adds £380m AUM with 2 acquisitions
- Thursday, 02 November 2023
- Articles

National Financial Planning firm Fairstone has acquired South West-based Station Financial IFA and County Durham-based Advanced Financial Services.
Read more ...PFS Annual Conference 2023 gets under way
- Thursday, 02 November 2023
- Articles

The 2023 National Conference of the Personal Finance Society's (PFS) gets under way this morning at the prestigious new International Convention Centre near Newport, Wales.
Read more ...PFS Conference: 10 ways to delight clients
- Thursday, 02 November 2023
- Articles

Business guru Matt Wilkinson opened the PFS Annual Conference in Wales today with an inspiring talk to members on how they can give clients a great customer experience.
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