The FCA, backed by City of London Police, has arrested four individuals over suspected fraud and money laundering offences.
Read more ...Planners reject in-house platforms
- Friday, 28 March 2025
- Articles

Developing in-house platform propositions is being rejected by planners as a solution to poor service from platform providers, Financial Planners have told Financial Planning Today magazine, Financial Planning Today's sister publication.
Read more ...Wealthtime owner buys Craven Street Wealth
- Friday, 28 March 2025
- Articles

Private equity-backed Quanta Group, the owner of the Wealthtime platform, is to acquire expanding Financial Planning firm Craven Street Wealth.
Read more ...Marlborough takes 20% stake in London Chartered Planner
- Thursday, 27 March 2025
- Articles

Investment manager Marlborough, based in Bolton, has acquired a 20% stake in London-based Chartered Financial Planning firm First Wealth.
Read more ...Planners react to ‘subdued’ Spring Statement
- Thursday, 27 March 2025
- Articles

Financial Planners have shrugged off Chancellor Rachel Reeves' Spring Statement as having little effect on their clients.
Read more ...90% of Planners report jump in IHT advice demand
- Thursday, 27 March 2025
- Articles

More than nine in 10 Financial Planners (94%) have reported a rise in demand for IHT planning advice since the October Budget, according to a new report.
Read more ...Profits rise for Evelyn despite 68% drop in net inflows
- Thursday, 27 March 2025
- Articles

Financial Planning and wealth management firm Evelyn Partners reported a 12% rise in profits for 2024 despite a 68% drop in net inflows (year-on-year).
Read more ...Simplybiz hires former M&G Wealth Advice head as new CEO
- Thursday, 27 March 2025
- Articles

Tom Hegarty has been appointed as new CEO for adviser support services firm Simplybiz.
Read more ...Shackleton acquires £200m AUM London Planner
- Thursday, 27 March 2025
- Articles

Financial Planning firm Shackleton, formerly the Skerritts Group, has acquired Richmond-based PK Financial Planning.
Read more ...AJ Bell sells non-platform HNW SIPP business
- Thursday, 27 March 2025
- Articles

AJ Bell has agreed to sell its Platinum SIPP and SSAS business to InvestAcc Group for £25m, with the deal expected to complete in the second half of this year.
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