Wealth manager launches £500 flat fee advice service

Bancroft Wealth, an IFA and wealth manager, has launched a £500 flat-fee advice service it claims will challenge traditional wealth managers charging a percentage fee.

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IFA and wealth manager makes new senior hire

IFA and wealth manager Vintage has appointed a new CEO to head up its wealth management arm.

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Chartered Financial Planners buy local IFA firm

Apogee Wealth Management, a Cheshire-based Chartered Financial Planner wealth firm, has bought local IFA Premier Financial Planning UK for an undisclosed sum.

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Financial Planning fintech firm launches PROD MiFID II guide

Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.  

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