Kat Mitchell

SimplyBiz offers Defaqto Engage free to member firms

Wednesday, 20 March 2024
Neil Stevens, joint CEO of SimplyBiz and Defaqto parent company, Fintel

Adviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.

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Titan Private Wealth hires new joint CEO from Investec

Wednesday, 20 March 2024
Matt Beddall

Investment manager Titan Private Wealth has appointed Matt Beddall as joint CEO alongside existing CEO Mark Puleikis.

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7IM acquires £430m AUM Midlands Planner firm

Wednesday, 20 March 2024
7IM was founded in 2002 by seven "escapees" from the world of big corporate finance

Platform and investment manager 7IM has acquired Financial Planning firm Eastcote Wealth Management for an undisclosed sum.

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