DFM Quilter Cheviot has appointed Simon Funge, former MD of Worldwide Financial Planning, as its new head of office in Manchester as it renews its growth strategy in the region.
Walker Crips, the investment management firm with a Financial Planning-focused wealth management division, has acquired the assets and client book of Yorkshire-based high net worth specialist adviser firm MA Heap.
Two watchdogs and the MAPS government money advice service have intervened after an apparent surge in pension transfer requests made on behalf of Rolls Royce workers facing redundancy.
Around 11,500 former clients of wealth management firm Reyker Securities have been given hope they will soon get at least some of their assets back after FSCS intervention.
Dominic Martin, managing director at Walker Crips Wealth Management, shares with Financial Planning Today his growth plans for the Walker Crips’ Financial Planning arm and why Financial Planners and wealth managers are a perfect fit.
Young, ambitious and forward-thinking clients are often "overlooked and underserved" by traditional Financial Planning, believes the MD of a Financial Planning firm which targets 'next gen' clients.