Articles

Thursday, 04 November 2021 08:47

Progeny acquires 12-staff Yorkshire Planning firm

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Acquisitive Financial Planning firm Progeny has acquired Yorkshire-based Financial Planning firm JM Glendinning Financial Services.

Thursday, 04 November 2021 08:38

Quilter to focus on HNW and affluent clients

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Wealth manager and Financial Planning firm Quilter has re-structured its business, shifting focus towards high net worth and affluent clients. 

Thursday, 04 November 2021 08:14

Unite gives FCA 10 day deadline for union recognition

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Trade union Unite has given the Financial Conduct Authority a 10 day deadline to recognise the union.

Wednesday, 03 November 2021 10:03

AIC welcomes delay to KIDs changes 

The Association of Investment Companies has welcomed a decision by the FCA to delay proposed changes to Key Information Documents (KIDs).

London-based First Wealth has won the Personal Finance Society’s Chartered Financial Planning Firm of the Year Award.