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This week I attended the CISI Paraplanning Conference #paraconf19 held in the swish surroundings of the Crowne Plaza Hotel in Stratford-Upon-Avon (don’t worry I’m not about to fill this column with Shakespearean puns).
The FCA has today fined Bank of Scotland (BOS) £45.5m for failures to disclose information about its suspicions that fraud may have occurred at the Reading-based Impaired Assets (IAR) team of Halifax Bank of Scotland.
Quilter reveals trio of Financial Planning firm acquisitions
Written by JamesQuilter Private Client Advisers has revealed the acquisition of three Financial Planning businesses.
We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.
The Bank of England has maintained interest rates at 0.75%.
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Financial Planning group makes new senior acquisitions hire
Written by JamesNational Financial Planning group Perspective has hired Kevin Homfray as acquisitions director.
IFA firm Chase de Vere has expanded its personal injury team in Yorkshire.
Carey Pensions buy makes STM Group immediate £2.7m profit
Written by JamesSTM Group raked in £2.7m in profits from its acquisition of Carey Pensions earlier this year in what it classed as a bargain purchase.
Brown Shipley acquires Financial Planner and wealth manager
Written by JamesWealth planning firm Brown Shipley has revealed it is to acquire NW Brown & Co Limited, a wealth manager based in Cambridge with an additional office in Norwich.