Bristol-based Paradigm Norton Financial Planning has acquired two Chartered Financial Planning firms, Tower Hill Associates and Clover Wealth Management.
Gaudi, the SIPP and platform fintech business, has launched a white-labelled pension income drawdown product that can be used by any financial brand.
The Personal Finance Society is teaming up with Next Gen Planners to deliver ‘bootcamps’ for university students interested in developing a career in Financial Planning.
Aviva CEO Amanda Blanc has been appointed as the Treasury’s new Women in Finance Charter Champion to replace Dame Jayne-Anne Gadhia who is stepping down.
Wealth manager Tilney Smith & Williamson says it is continuing its current recruitment drive despite the pandemic with the latest addition Henk Van De Beek who joins the Nottingham team as a Financial planner for Tilney Financial Planning.
The Coronavirus pandemic in 2020 set back the progress of women at middle and senior levels in financial services firms with 30% of Women in Finance Charter members missing their targets.
Life, pensions and investments provider Royal London has acquired a 30% stake in later life lending and product provider Responsible Group.
Wealth manager and platform True Potential has reported group turnover up 28% to £184.9m and group profit up 59% to £74m in its 2020 results.
The Personal Finance Society has postponed its eagerly-awaited Festival of Financial Planning, due to take place in the autumn, until 2022 due to the pandemic.
Cheshire-based independent financial adviser Cullen Wealth has received a £4m loan to support a management buy-out and a hunt for acquisitions.