Equilibrium Financial Planning has surpassed £10m annual turnover for the first time in the company’s history with recorded turnover of £10.25m, an 8% increase on last year.
Chartered Financial Planner Simon Valentine-Marsh has joined Thomas Westcott Chartered Accountants as the firm continues to expand its Financial Planning.
In his final speech as interim FCA CEO Christopher Woolard has urged the UK to seek a new regulatory model as it faces up to some ‘painful lessons.'
Platform and SIPP firm James Hay has appointed former LV= group CEO Richard Rowney as its new chief executive to replace Alastair Conway.
SIPP and cross-border financial services firm STM has expressed “disappointment” at the Court of Appeal’s decision to allow a challenge to the judgment in the long-running ‘Adams’ case.
Independent Wealth Planners has acquired Southern-based Financial Planning firm Hunter Hammond Daniel Associates to establish its first presence in Sussex.
NS&I is to make sweeping cuts to most of its savings products from 24 November.
Wealth manager and Financial Planner Kingswood Holdings has reported a hit to new business from the Coronavirus pandemic but says it is beginning to recover.
Schroder’s Cazenove Capital business is to acquire London-based UHNW family office Sandaire in a drive to expand its wealth management business globally.
The financial damage caused by the Coronavirus pandemic is boosting demand for financial advice - with many consumers wanting face to face advice, according to research from adviser network Openwork.