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.
Read more ...VCT investor numbers jump 32%
- Friday, 26 January 2024
- Articles
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.
Read more ...New chair for JM Finn as Sussman retires
- Friday, 26 January 2024
- Articles
Steven Sussman has retired from his position of chairman at wealth manager JM Finn following a 26-year career at the firm.
Read more ...Quilter Cheviot appoints new CIO from UBS
- Thursday, 25 January 2024
- Articles
Discretionary wealth manager Quilter Cheviot has appointed Caroline Simmons as its new chief investment officer.
Read more ...Continuum adviser numbers up 15%
- Thursday, 25 January 2024
- Articles
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.
Read more ...Medical advances helping drive demand for retirement advice
- Thursday, 25 January 2024
- Articles
An ageing population and medical advances are fuelling demand for retirement advice, according to a new report.
Read more ...Stockport-based adviser fails over pensions claim
- Thursday, 25 January 2024
- Articles
Stockport-based adviser Smith Holdings Ltd, trading as Life Time Independent, has been declared in default by the Financial Services Compensation Scheme (FSCS).
Read more ...SJP hit by £4.6bn slump in net inflows
- Thursday, 25 January 2024
- Articles
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.
Read more ...Ombudsman expects 10% increase in cases
- Wednesday, 24 January 2024
- Articles
The Financial Ombudsman Service is expecting over 181,000 consumer complaints in the 2024/25 financial year, according to its annual consultation paper.
Read more ...Just 1 in 3 over-55s have started estate planning
- Wednesday, 24 January 2024
- Articles
Two thirds (62%) of over-55s have never taken any financial or legal advice on estate planning, according to a new report.
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