Financial Planning Today Financial Planning Today
  • Contact Us
Financial Planning Today Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
Newsmakers

Newsmakers: 7IM founder on launching new venture at 65

Details
22 September 2020
  • Platform
  • SME
  • investment
  • Justin Urquhart Stewart
  • Newsmakers
  • M&A
  • Regionally
  • mergers

Justin Urquhart Stewart, one of the founders of platform 7IM and a well known TV and radio financial commentator familiar onscreen for his red braces, retired recently from 7IM. But instead of hanging up his boots at 65 he has thrown his weight behind a new SME investment start up called Regionally where he is chairman. Financial Planning Today editor Kevin O’Donnell interviewed him via video call about the new business and its plans.

Read more …

Frenkel Topping website

Frenkel Topping shifts acquisition strategy

Details
22 September 2020
  • results
  • acquistions
  • Frenkel Topping
  • mergers

Financial adviser Frenkel Topping is to shift its acquisition strategy away from the IFA market due to a lack of “suitable” targets.

Read more …

New James Hay CEO Richard Rowney

James Hay hires new CEO as Conway exits

Details
21 September 2020
  • James Hay
  • Platform
  • Richard Rowney
  • M&A
  • Alastair Conway
  • mergers

Platform and SIPP firm James Hay has appointed former LV= group CEO Richard Rowney as its new chief executive to replace Alastair Conway.

Read more …

IWP's David Inglesfield

IWP acquires Sussex Financial Planner firm

Details
21 September 2020
  • IWP
  • David Inglesfield
  • Hunter Hammond Daniel Associates
  • Paul Hammond
  • Sean Parker
  • mergers

Independent Wealth Planners has acquired Southern-based Financial Planning firm Hunter Hammond Daniel Associates to establish its first presence in Sussex.

Read more …

Sandaire website

Schroders buys £2.2bn London firm serving UHNW clients 

Details
18 September 2020
  • Schroders
  • Cazenove Capital
  • UHNW
  • Alex Scott
  • M&A
  • Sandaire
  • family office
  • mergers

Schroder’s Cazenove Capital business is to acquire London-based UHNW family office Sandaire in a drive to expand its wealth management business globally.

Read more …

Kingswood buys Surrey Chartered Financial Planner for £3.45m

Details
18 September 2020
  • IFA
  • Kingswood
  • Gary Wilder
  • M&A
  • Regency Investment Services
  • mergers

Wealth manager and Financial Planner Kingswood is to acquire Surrey-based Chartered Financial Planner firm Regency Investment Services for £3.45m.

Read more …

  • 27
  • 28
  • 29
  • 30
  • 31
  • 32
  • 33
  • 34
  • 35
  • 36

Page 36 of 36

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk