North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.
Read more ...Jupiter set to axe up to 90 jobs in restructure
- Wednesday, 27 January 2021
- Articles

Fund manager Jupiter is set to make up to 90 staff redundant over the next six months as it looks to cut costs and restructure.
Read more ...Vintage to acquire Chartered Planner’s firm
- Wednesday, 27 January 2021
- Articles

Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.
Read more ...Coutts to relaunch £5bn UHNW arm
- Wednesday, 27 January 2021
- Articles

Wealth manager and private bank Coutts is to relaunch its private office for UHNW clients under the new brand Coutts Family Office (CFO).
Read more ...Clone investment scams surge 30% during lockdown
- Wednesday, 27 January 2021
- Articles

Investment scam victims are losing an average of £45,000 each to fraudsters and falling prey to a soaring number of 'clone' investment scams, latest figures from Action Fraud reveal.
Read more ...Planner firm donates £133k to charity despite pandemic
- Wednesday, 27 January 2021
- Articles

Cheshire-based Financial Planner Equilibrium donated £133,961 to 66 charitable organisations in its 2019/20 fiscal year as part of its aim to donate a total of £4m by 2028.
Read more ...'50 Ways' music video warns of pension scams
- Wednesday, 27 January 2021
- Articles

A fintech entrepreneur and a group of pals have produced a music video called ’50 Ways to Lose Your Pensions’ to warn about pensions scams.
Read more ...Pandemic pushes 154,000 into early retirement
- Tuesday, 26 January 2021
- Articles

Over 154,000 people aged 55-64 have opted for early retirement due to the impact of the Coronavirus pandemic, according to a new report.
Read more ...Government opens review of fund taxation
- Tuesday, 26 January 2021
- Articles

The government has launched a review of the taxation and regulation of UK funds.
Read more ...Revenues fall at SimplyBiz but profits hold up
- Tuesday, 26 January 2021
- Articles

Revenues at adviser support company SimplyBiz fell by 3% in 2020 although profits remained steady.
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