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  • Evelyn Partners expands in the Midlands

    Wealth manager and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.

  • Financial Planner – U/HNW – Midlands - Salary c£60k - £100k (2920)

  • Recruit UK

    IFA – Employed or Self Employed – Leicester- (1937)

  • Recruit UK

    HNW Financial Adviser – £35k-£45k – Somerset – (1301)

  • Recruit UK

    Paraplanner - Bristol up to £30k (2912)

  • Recruit UK

    Paraplanner - Nottingham or Derby up to £36k (1997)

  • Left to right: Edwin Lane, Nicola Lane, Ian Josh (NP Bromsgrove Director), Garry Godwin (NP Bromsgrove Managing Director), Kevin Homfray (NP Finance Director)

    Growing Midlands Financial Planner buys Northampton firm

  • L-R: Kevin Homfray, Angela Treble, Anthony Treble

    Financial Planner acquires fifth IFA firm this year

  • Kevin Homfray (Newell Palmer finance director), Alan Martin (Newell Palmer marketing director), Jason Waite (HIA director), Martin Ward (HIA operations director) and Nick Newbold (HIA managing director)

    Midlands Financial Planner acquires Coventry IFA

  • Simon Goldthorpe

    IFA partnership Beaufort adds two new Financial Planners

  • Tilney website

    Tilney boosts Midlands office with new hire 

  • James Batchelor, David Britton, Ben Slater and Andy Dyke of The RU Group

    Chartered Financial Planners honoured at awards

  • Financial Planner targets growth after £200k cash injection

  • Kingswood Group website

    Kingswood buys multi-office Sheffield IFA for £14m

  • AFH website

    AFH buys Midlands IFA client book in £615k deal

  • Stephen Drew in front of 103 Colmore Row

    Tilney S&W expands with landmark new office deal

  • The George Square team

    Nottingham planner firm celebrates 10 years

  • The Everlong Wealth team

    Midlands firm rebrands as it achieves Chartered status

  • Verso has completed five acquisitions in 2022, including four Financial Planning and wealth management firms.

    Verso boosts assets by £725m with 2 Planner acquisitions

  • Furnley House website

    Furnley House acquires Midlands IFA firm

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