Tilney returns to Cardiff as it recommits to Wales

Wealth Manager and Financial Planner Tilney Smith & Williamson has agreed terms for a new office in Cardiff.

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Welsh IFA barred by FCA for compensation failures

Ron Treherne IFA Ltd of Cardiff has had its permission to carry out regulated business removed by the FCA after it failed to pay Financial Ombudsman awards against it.

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North Wales Planner buys firm’s IFA arm

North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.

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Fairstone acquires South Wales Financial Planner

Fast-growing Chartered Financial Planner Fairstone has acquired South Wales-based UskVale Financial Planning for an undisclosed sum.

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