London wealth manager Vintage has acquired Buckinghamshire-based Financial Management Independent Financial Advice (FMIFA) for an undisclosed amount.
Wealth manager The Private Office has acquired Leeds-based Financial Planning firm HEB Wealth, for an undisclosed amount.
Wealth manager and Financial Planner Rathbones has appointed Dolores Geaney as managing director, Rathbones in Ireland, subject to regulatory approval.
Fast-growing national Financial Planning firm Wren Sterling has appointed Gareth Edwards as Financial Planning director to replace Austin Hutchinson who has moved to a new role of chief growth officer.
The number of probate cases being delayed by more than a year has soared 177% since 2020/21.
There were record gross sales and outflows for advised platforms in 2025, with gross sales hitting £92.82bn, up from £79.97bn in 2024 and £63.47bn in 2023.
Mutual provider Royal London has become one of the first retail finance firms to offer Targeted Support to consumers, a day after Targeted Support was allowed by the FCA.
Former Olympic and Commonwealth boxer Delicious Orie (Del) has joined Chartered Financial Planning firm Attivo’s Financial Planning Academy.
Former financial adviser Daniel Leon Williams (IRN: DLW00016) has been banned by the FCA from performing any function in relation to any regulated activity after he was jailed for fraud.
Couples who discuss money save and invest more, new research from investment company Columbia Threadneedle suggests.