Kingswood buys Surrey Chartered Financial Planner for £3.45m

Wealth manager and Financial Planner Kingswood is to acquire Surrey-based Chartered Financial Planner firm Regency Investment Services for £3.45m.

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SFO charges 3 - including former IFA - after fund probe

The Serious Fraud Office has charged three men, including ex-IFA David Kennedy, with multiple offences following a long-running investigation into the collapse of the £120m Axiom Legal Financing Fund.

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Chase de Vere reports near £2.5m rise in profit

National IFA firm Chase de Vere has reported increased turnover and higher pre-tax profit for the year ending 31 December 2019.

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Only 8% of middle aged savers see an IFA regularly

A survey of 2,000 ‘Generation X’ individuals - those aged 39-54 - has revealed that 84% make key financial decisions alone or with their partner.

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