Bolton-based business advisory platform K3 Capital Group has launched a financial services division built around significant new investments in Pareto Financial Planning and Luna Investment Management.
Expanding Financial Planner Shackleton has acquired South West-based Financial Planning and wealth management group Chetwood, adding £900m in AUM to its assets.
Today the FCA announced it was spearheading a global crackdown on rogue social media influencers. About time many will say.
One of the big Financial Planning stories of the week was the merger announced of two of the more significant players in the wealth management / Financial Planning space: Mattioli Woods and Kingswood.
Financial Planner and wealth manager Saltus has acquired £400m AUM Herts-based Financial Planning firm Delta Financial Management.
Wealth adviser and pensions firm Westerby Group - which recently moved to an employee-ownership model - has acquired specialist pension provider and IFA firm Redswan.
Employee-owned wealth manager and Financial Planner EQ Investors (EQI) is considering significant changes to its ownership which could include sale to a larger business.
The chairman and founder of wealth adviser and pensions firm Westerby Group, Les McLintic, has sold the business to employees via an Employment Ownership Trust (EOT).
Wealth manager and Financial Planner Titan Wealth has acquired Workplace Advice Group, a provider of workplace pensions which manages £200m for 1,459 schemes.
Private equity-backed Quanta Group, the owner of the Wealthtime platform, is to acquire expanding Financial Planning firm Craven Street Wealth.
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