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Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.
Discretionary wealth manager Quilter Cheviot has appointed Caroline Simmons as its new chief investment officer.
Steven Sussman has retired from his position of chairman at wealth manager JM Finn following a 26-year career at the firm.
The number of investors claiming tax relief on a Venture Capital Trust (VCT) investment in 2021/22 rose by 32% (year-on-year) to 25,800, a new report says.
National IFA Continuum has increased its number of advisers by 15% to 70 over the past year, according to figures released by the company this week.
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Medical advances helping drive demand for retirement advice
Written by Kat MitchellAn ageing population and medical advances are fuelling demand for retirement advice, according to a new report.
Stockport-based adviser fails over pensions claim
Written by Kat MitchellStockport-based adviser Smith Holdings Ltd, trading as Life Time Independent, has been declared in default by the Financial Services Compensation Scheme (FSCS).
Wealth manager St James’s Place saw net inflows nearly halve in 2023 to £5.12bn but funds under management rose sharply as a market recovery got under way.
The Financial Ombudsman Service is expecting over 181,000 consumer complaints in the 2024/25 financial year, according to its annual consultation paper.