Liverpool’s Millen Capital team to join Evelyn
- Tuesday, 01 August 2023
- Articles
The team behind North West wealth manager Millen Capital are to join Financial Planner and wealth manager Evelyn Partners.
Read more...Marlborough buys stake in Chartered Planner firm
- Friday, 28 July 2023
- Articles
Fund manager the Marlborough Group has taken a “significant’ stake in national IFA and Chartered Financial Planner firm Truly Independent to back its growth plans.
Read more...STM Group agrees to £41m takeover bid
- Tuesday, 11 July 2023
- Articles
SIPP and pensions provider STM Group has agreed in principle to a £41m takeover bid from Guernsey-based investment vehicle PSF Capital GP II Limited, better known as Pension SuperFund Capital.
Read more...Lumin Wealth acquires £85m AUM Essex adviser
- Monday, 03 July 2023
- Articles
Chartered Financial Planner Lumin Wealth has acquired the Big Picture Wealth Management, a financial adviser based in Ongar, Essex.
Read more...