Friday, 26 June 2020 11:55

S&W promotes 22 as Tilney mega-merger nears

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Smith & Williamson has made 22 senior promotions as it prepares for its £44bn merger with Tilney set to create one of the UK’s biggest wealth management and Financial Planning firms.

Friday, 26 June 2020 11:16

Chase de Vere reports near £2.5m rise in profit

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National IFA firm Chase de Vere has reported increased turnover and higher pre-tax profit for the year ending 31 December 2019.

Friday, 26 June 2020 10:53

XPS remains resilient despite flat profits

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Pension group XPS has reported flat profits for the 12 months ending 31 March at £11.4m but remains positive about the year ahead.

Wealth manager St James’s Place is celebrating the 100th Paraplanner to graduate from its Academy.

Tavistock has said that its senior managers and the majority of other staff have made voluntary salary waivers and the IFA and Financial Planning group has also made use of the Government’s furlough scheme.

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