Financial Planner firm ties up 33rd acquisition

National Financial Planning and wealth management group Perspective Financial has today announced the acquisition of North West-based IFA practice, Investment Principles Ltd.


Wealth management firm expands with Edinburgh hire

Preston-based Ludlow Wealth Management Group is growing its presence in Edinburgh with a new hire.


FCA warns over unauthorised ‘scam’ wealth manager

The FCA has issued a warning over a “scam” wealth management firm, which it says, is operating without authorisation.


Wealth manager appoints new CEO and board member

A Yorkshire-based wealth management firm Leodis Wealth has appointed a new chief executive and promoted a new member to its board of directors.

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