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  • Chartered Financial Planner secures bigger HQ

    Equilibrium's new HQ
  • WH Ireland snaps up Chartered Planner for £7.8m

    Harpsden Wealth Management
  • Kingswood hires CEO from Schroders FP arm

    David Lawrence
  • Tavistock rethinks exec pay boost after concerns

    Tavistock website
  • Updated: 2 firms pull out of Nucleus race

    Nucleus website
  • Private equity firm snaps up £8bn Novia platform

    Novia CEO Bill Vasilieff
  • esure owner unveils deal to buy LV= for £530m

    LV= website
  • Fairstone acquires South Wales Financial Planner

    (L to R) – UskVale Financial Planning principal Paul Pelopida and Fairstone chief commercial officer Scott Hopkinson
  • Transact to cut charges in April as profits rise

    Transact CEO Jonathan Gunby
  • SJP’s chief global strategist to step down

    Chris Ralph
  • WH Ireland completes £7.8m Chartered Planner takeover

    WH Ireland website
  • Kingswood to raise £20m for 2021 growth plans

    Kingswood CEO Gary Wilder
  • Redmayne Bentley annual profits up 27% 

    David Loudon of Redmayne Bentley
  • US wealth adviser buys Cheshire Financial Planner

    Connectus Wealth Advisers
  • FNZ to challenge CMA sell off order

    CMA logo
  • Takeover target Nucleus reports assets up 8.1%

    Nucleus CEO David Ferguson
  • Kelly exits as Sesame Bankhall reshuffles exec team

    Sesame CEO Michele Golunska
  • SJP to chop 200 roles after review

    SJP logo
  • Hurst Point acquires 5 Planner firms in 2020

    Hurst Point Group website
  • US private equity firm to buy AFH for £224.5m

    AFH CEO Alan Hudson
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