Articles
Paraplanners team up to meet Financial Planner demand
Written by Kat MitchellPlan Works has partnered with Siân Davies Cole to expand the firm's outsourced service to Financial Planners.
Gale and Phillipson has acquired Gyr Financial Consulting to expand the reach of the Financial Planning and wealth management firm in London and the South East.
Chloe Moran: Why community can help us all
Written by James
Over the past few months, I have seen and heard various people talking about the things that have helped them through these challenging times as the world as we know it changes around us.
Curtis Banks reports 'solid' figures despite pandemic
Written by Kat MitchellSIPP provider Curtis Banks saw a 4% increase in assets under administration to £28.6bn in the first six months of 2020.
CISI Annual Paraplanner Conference goes virtual
Written by Kat MitchellThe CISI’s Annual Paraplanner Conference has shared its online agenda for this year’s event on the 24 and 25 September.
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Network targets adviser acquisitions with Beaufort Group buy
Written by Kat MitchellThe Socium Group has acquired the Beaufort Group with part of its £160m war chest to acquire Financial Planning businesses across the UK.
The Gaudi SIPP has continued to grow and attract new clients despite lockdown and now has over 20,000 SIPPs under its administration.
Tilney Smith & Williamson turns to US for client facing head
Written by Kat MitchellTilney Smith & Williamson has appointed John Bunch as chief commercial director, financial services, to lead the new merged wealth management giant’s client facing practitioners.
Expanding Financial Planner and wealth manager Independent Wealth Planners (IWP) has acquired Scottish Financial Planning firm Gilmour Hamilton Wealth Management in a move to extend its presence north of the border.