Two IFA firms have been bought by Succession Group in a double deal worth over £10m.
Read more ...Nucleus: We’re cutting charges for larger portfolios
- Thursday, 02 March 2017
- Articles

Wrap platform Nucleus has revealed a price cut for clients with larger portfolios.
Read more ...Charted Body Alliance may expand with more groups joining
- Thursday, 02 March 2017
- Articles

More Chartered professional bodies would be welcomed to join a new alliance which includes two of the leading Financial Planning organisations.
Read more ...Chartered Financial Planning firm gains 2000 clients with takeover
- Thursday, 02 March 2017
- Articles

Chartered Financial Planning Group Fairstone has gained another 2000 clients as it announced another takeover this morning.
Read more ...New Financial Planning boutique for affluent women
- Thursday, 02 March 2017
- Articles

A Chartered Financial Planner who specialises in female divorcee clients has launched a new service for women who have at least £3 million.
Read more ...Intrinsic hails capture of 'pioneer' Gazard from Sesame
- Wednesday, 01 March 2017
- Articles

Departing Sesame Bankhall MD Stephen Gazard is joining Intrinsic, it has been revealed this afternoon.
Read more ...Okusanya launches pension withdrawal app for planners
- Wednesday, 01 March 2017
- Articles

Abraham Okusanya has launched a new app for Financial Planners which allows them to calculate sustainable withdrawal rates from a retirement portfolio.
Read more ...VIDEO: Chartered bodies unite in bid to win public trust
- Wednesday, 01 March 2017
- Articles

A trio of Chartered bodies have teamed up in order to improve the levels of consumer trust in the professions they represent.
Read more ...New £1m IHT limit will mean thousands of wills need review
- Wednesday, 01 March 2017
- Articles

Law firm Moore Blatch is warning that hundreds of thousands of people may need to review their wills to potentially benefit from the new £1 million inheritance tax allowance for the family home from April this year.
Read more ...Chartered adviser bodies form alliance to boost professionalism
- Wednesday, 01 March 2017
- Articles

The PFS's parent body the CII, the CISI and the Chartered Banker Institute - which together represent 200,000 members - have forged a new alliance to boost "professionalism and trust in financial services", the bodies announced today.
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