Wren Sterling buys 2 firms to add £330m in AUM
- Wednesday, 22 March 2023
- Articles
Fast-expanding Nottingham-based Financial Planner Wren Sterling has completed two acquisitions, Active Wealth Management and HB&O Financial Services, adding 860 clients and £330m in assets.
Read more...Vanguard axes 2 year-old Financial Planning arm
- Wednesday, 01 March 2023
- Articles
Fund manager Vanguard is to axe its low-cost Financial Planning arm which was launched in April 2021.
Read more...Fewer people have financial plans
- Tuesday, 31 January 2023
- Articles
Financial Planning has fallen off the agenda for many UK people with only a third (34%) of them now having a financial plan, according to new research.
Read more...Derby Financial Planner joins Continuum
- Friday, 27 January 2023
- Articles
Derby-based Chartered Financial Planner Jamie Lavery has joined national IFA Continuum to look after the Derbyshire area for the Financial Planning focused business.
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