Financial Planner Finli Group, formerly Solomon Capital Holdings, has made a further four Financial Planning firm acquisitions.
Read more ...Quilter acquires former Planner's NHS pension consultancy
- Monday, 07 April 2025
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Wealth manager Quilter has acquired specialist NHS pension analyst and support services firm MediFintech for an undisclosed sum.
Read more ...TPR imposes £100,000 in fines on small DC schemes
- Monday, 07 April 2025
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The Pensions Regulator (TPR) has levied almost £100,000 in penalties against small DC pension schemes for governance failures related to the 'value for members' assessment.
Read more ...MPS sales accelerated in H2 2024
- Monday, 07 April 2025
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Sales of Model Portfolio Service (MPS) funds dominated the UK financial adviser channel during the second half of 2024.
Read more ...6 in 10 advisers say higher ISA limit would boost investment
- Monday, 07 April 2025
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More than half of the UK’s financial advisers believe that increasing the ISA allowance above its current £20,000 limit would significantly boost investment in stocks and shares ISAs.
Read more ...Half of pension savers access funds early
- Monday, 07 April 2025
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Half (46%) of pension savers who accessed their retirement funds since the advent of Pension Freedoms did so earlier than planned, according to a new report.
Read more ...Editor’s Comment: Don't get Trumped - Keep calm and carry on
- Friday, 04 April 2025
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Truth be told, it’s been a bit of a tempestuous week on the old financial markets thanks to a certain Mr Trump.
Read more ...5 ‘romance fraudsters’ cheat 40 victims out of £3.25m
- Friday, 04 April 2025
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Five money launderers have been convicted of cheating 40 victims - some of them divorced or widowed - out of a total of £3.25m in a large-scale romance fraud scam.
Read more ...EQ Investors mulls potential sale
- Friday, 04 April 2025
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Employee-owned wealth manager and Financial Planner EQ Investors (EQI) is considering significant changes to its ownership which could include sale to a larger business.
Read more ...Westerby Group moves to employee ownership
- Friday, 04 April 2025
- Articles

The chairman and founder of wealth adviser and pensions firm Westerby Group, Les McLintic, has sold the business to employees via an Employment Ownership Trust (EOT).
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