Articles

Thursday, 29 April 2021 08:08

Coutts integrates Adam & Co Planners

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Coutts has begun the process of integrating Financial Planners and wealth managers from its Adam & Company business into the main wealth management and banking firm.

Thursday, 29 April 2021 07:51

LV= extends pandemic support

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LV= has extended its payment break and premium/cover reduction options until 31 December for protection policyholders to allow financially vulnerable clients to maintain cover if they suffer financial difficulties.

Wednesday, 28 April 2021 12:36

Brunel acquires Bristol-based adviser

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Brunel Wealth has acquired Bristol-based investment and pensions adviser Academy Associates for an undisclosed sum.

Only 15% of Britons have relied more on a financial adviser in the last year despite being more engaged with their personal finances.

Wednesday, 28 April 2021 10:11

Aegon UK acquires Pension Geeks

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Pension and investment provider Aegon UK has acquired retirement information, communication and events specialist firm Pension Geeks.

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