Kat Mitchell
Glasgow Planner sells client book to Evelyn Partners
- Thursday, 28 July 2022

Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy, has sold the firm’s client book to Evelyn Partners.
Read more...'ISA' firm breaching permissions is declared in default
- Thursday, 28 July 2022

Marvell Enterprises Limited has been declared in default by the Financial Services Compensation Scheme (FSCS), opening the door for investors to claim compensation.
Read more...
Tagged under
Private equity-backed firm acquires Metis Wealth
- Wednesday, 27 July 2022

Hurst Point Group has agreed to acquire Financial Planner and wealth manager Metis Wealth and Metis Asset Management.
Read more...