Fast-growing Financial Planning firm Perspective Financial Group reported today that it has completed nine further acquisitions this year, adding £900m in assets under advice.
Read more ...Companies House to require directors to verify identities
- Tuesday, 08 April 2025
- Articles

Directors can from today voluntarily verify their identity on Companies House ahead of it becoming a legal requirement later this year.
Read more ...MKC Wealth acquires £120m AUA Yodelar
- Tuesday, 08 April 2025
- Articles

Expanding Financial Planner and wealth manager MKC Wealth has acquired £120m AUA adviser Yodelar Investments Ltd and online platform Yodelar.com for an undisclosed amount.
Read more ...FCA aims to boost £2trn alternative investment market
- Monday, 07 April 2025
- Articles

The FCA is proposing a major rule overhaul for managers of alternative investments to promote growth and get rid of old EU regulations.
Read more ...Surrey investment adviser firm declared in default
- Monday, 07 April 2025
- Articles

Surrey-based adviser firm Jacob Hopkins McKenzie Ltd (FRN: 793392) - which also traded as 'How Refreshing' - has been declared in default by the Financial Services Compensation scheme.
Read more ...Planners keep their nerve in face of global market volatility
- Monday, 07 April 2025
- Articles

Financial Planners are holding firm in their advice to clients as a result of the global market crash but do not rule out making changes to client plans in the near future, they have told Financial Planning Today.
Read more ...Quilter acquires former Planner's NHS pension consultancy
- Monday, 07 April 2025
- Articles

Wealth manager Quilter has acquired specialist NHS pension analyst and support services firm MediFintech for an undisclosed sum.
Read more ...Finli adds 4 new Planner acquisitions
- Monday, 07 April 2025
- Articles

Financial Planner Finli Group, formerly Solomon Capital Holdings, has made a further four Financial Planning firm acquisitions.
Read more ...MPS sales accelerated in H2 2024
- Monday, 07 April 2025
- Articles

Sales of Model Portfolio Service (MPS) funds dominated the UK financial adviser channel during the second half of 2024.
Read more ...TPR imposes £100,000 in fines on small DC schemes
- Monday, 07 April 2025
- Articles

The Pensions Regulator (TPR) has levied almost £100,000 in penalties against small DC pension schemes for governance failures related to the 'value for members' assessment.
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