Apogee Wealth Management, a Cheshire-based Chartered Financial Planner wealth firm, has bought local IFA Premier Financial Planning UK for an undisclosed sum.
Read more ...Chartered Financial Planners move to medieval office building
- Tuesday, 05 November 2019
- Articles

Ipswich-based Chartered Financial Planner firm SG Wealth Management have moved to new offices in their home town - a historic 16th century building.
Read more ...Tenet buys 2 Notts firms to add £25m in assets
- Tuesday, 05 November 2019
- Articles

IFA network Tenet has acquired two of its member financial advisory firms in Mansfield to create a new hub in Nottinghamshire with £25m under management.
Read more ...PFS urges FCA action over 500% rise in PI costs
- Monday, 04 November 2019
- Articles

The Personal Finance Society has warned regulators and government that advisers are ditching pension transfer advice due to soaring professional indemnity premiums.
Read more ...Half of UK pension savers shun financial advice
- Monday, 04 November 2019
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Almost half of UK adults (48%) are shunning financial advisers despite 88% of advised clients saying they were financially prepared for retirement.
Read more ...AFH buys Midlands IFA client book in £615k deal
- Monday, 04 November 2019
- Articles

Acquisitive Financial Planning-led wealth manager AFH has bought the client book of Midlands IFA firm Groom Associatates in a deal worth up to £615,000.
Read more ...3 new members for Financial Services Consumer Panel
- Monday, 04 November 2019
- Articles

The independent Financial Services Consumer Panel, which advises the FCA, has announced three new members.
Read more ...Hunt for new CEO for Heartwood after reshuffle
- Friday, 01 November 2019
- Articles

Tracey Davidson has been appointed chairman of investment manager Heartwood from today and will also assume the new role of deputy CEO of Handelsbanken, Heartwood’s parent company.
Read more ...Brewin Dolphin completes £40m wealth firm takeover
- Friday, 01 November 2019
- Articles

Wealth manager and Financial Planner Brewin Dolphin has completed the takeover of the wealth arm of Investec Group in the Republic of Ireland for just under £40m net.
Read more ...Global CFP body selects UK compliance expert as director
- Friday, 01 November 2019
- Articles

The Financial Planning Standards Board Ltd (FPSB), the global body for Certified Financial Planner certification, has appointed UK compliance consultant and lawyer Adam Samuel as one of two new directors.
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