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Kat Mitchell

Glasgow Planner sells client book to Evelyn Partners

Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy, has sold the firm’s client book to Evelyn Partners.


'ISA' firm breaching permissions is declared in default

Marvell Enterprises Limited has been declared in default by the Financial Services Compensation Scheme (FSCS), opening the door for investors to claim compensation.


Private equity-backed firm acquires Metis Wealth

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

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