Expanding Financial Planning group Tavistock has scrapped a plan to buy Morgan Financial Group Holdings, a Financial Planning and IFA firm with offices in Bath and Cheltenham.
Read more ...Man, 61, guilty of role in £13.7m pension transfer fraud
- Friday, 14 January 2022
- Articles

A 61-year-old man involved in a £13.7m pension transfer fraud changed his plea to guilty today at Southwark Crown Court.
Read more ...Guinness AM launches new brand and name
- Friday, 14 January 2022
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JO Hambro reopens UK fund closed for 8 years
- Friday, 14 January 2022
- Articles

Fund manager JO Hambro Capital Management has re-opened two funds, including one closed to new investors in 2013.
Read more ...Net flows improve for Brooks Macdonald
- Friday, 14 January 2022
- Articles

Net flows continued to improve for wealth manager Brooks Macdonald in the second quarter which ended on 31 December.
Read more ...AIC wants FCA to introduce 'high bar' for ESG funds
- Friday, 14 January 2022
- Articles

The Association of Investment Companies has called on the FCA to set demanding standards for funds that call themselves sustainable or make ESG claims.
Read more ...CII turns to former President for interim CEO role
- Thursday, 13 January 2022
- Articles

The Chartered Insurance Institute has appointed the former President of the professional body, Jonathan Clark, as interim CEO.
Read more ...Tech firm launches “game-changing” Planning software
- Thursday, 13 January 2022
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Technology firm EV has launched what it describes as a “game-changing” Financial Planning tool.
Read more ...Premier Miton withdraws River & Mercantile bid
- Thursday, 13 January 2022
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Asset manager Premier Miton has withdrawn from acquisition discussions with rival River & Mercantile.
Read more ...WH Ireland appoints head of wealth management
- Thursday, 13 January 2022
- Articles

Wealth manager WH Ireland has appointed Michael Bishop as head of wealth management.
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