Ex pension scheme trustee given suspended sentence

A former pension scheme trustee has been given a 10-month jail term, suspended for 12 months, after admitting using scheme funds to make five prohibited loans to entities connected to the scheme’s sponsoring employer.

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Fairstone acquires £135m AUM Chartered Planner

Acquisitive Financial Planning firm Fairstone has acquired £135m AUM Cumbria-based Chartered Financial Planning firm Financial Concepts for an undisclosed sum.

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Cumbrian Planner partners with wealth manager

Cumbria-based Financial Planning firm Financial Management Bureau (FMB) has formed a partnership with wealth manager Robert Meacock and Company.

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National IFA and wealth manager expands in North West

Continuum (Financial Services) LLP has boosted its presence in the North West with the recruitment of experienced IFA  Gary Charlesworth in Cumbria.

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