Bristol Financial Planning firm Frazer James has scrapped its advice initial fee, “to remove the barriers that stop people from getting great financial advice.”
Read more ...FCA fines on target for their lowest-ever level this year
- Tuesday, 01 July 2025
- Articles

FCA fines are on course to hit their lowest annual total since the regulator was created in 2013, according to new analysis.
Read more ...Brooks Macdonald launches Financial Planning brand
- Tuesday, 01 July 2025
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Wealth manager Brooks Macdonald has launched a new Financial Planning brand known as Brooks Financial.
Read more ...Evelyn completes sale of fund solutions business to Thesis
- Tuesday, 01 July 2025
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Financial Planner and wealth manager Evelyn Partners has completed the sale of its fund solutions business to collective investment scheme manager Thesis for an undisclosed amount.
Read more ...Succession completes integration of £1.1bn AUA True Wealth
- Tuesday, 01 July 2025
- Articles

Aviva-owned Financial Planning-focused Succession Wealth has completed the integration of Leeds-based Financial Planning and wealth manager True Wealth Group.
Read more ...Fairstone to hire new CEO to replace Hartley
- Tuesday, 01 July 2025
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Expanding Financial Planner and wealth manager Fairstone is to appoint a new, as yet unnamed, chief executive to replace founder Lee Hartley.
Read more ...Aegon launches global income fund
- Monday, 30 June 2025
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Aegon Asset Management has launched the UK-domiciled Aegon Global Income Fund, which it said was designed to deliver a premium yield and long-term capital growth.
Read more ...Wealth Club investment level soars 17% to £1.6bn
- Monday, 30 June 2025
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The HNW-focused investment manager Wealth Club said the amount invested across its platform has climbed 17% to £1.644bn.
Read more ...Aberdein Considine creates Financial Planning firm
- Monday, 30 June 2025
- Articles

Scottish wealth manager and Financial Planner Aberdein Considine has split off its wealth division into a separate business as part of plans to create one of Scotland’s largest Financial Planning firms.
Read more ...Glasgow CMC has permission revoked after director's conviction
- Monday, 30 June 2025
- Articles

The FCA has revoked the authorisations of Glasgow-based claims management firm Compensate Yourself (FRN 837719) after its sole director was convicted of a criminal offence.
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