Financial advice firms Holborn Assets Ltd (FRN 648817) and BSPS-linked Inspirational Financial Management Ltd (FRN223511) are both under investigation by the FSCS after going into administration in recent weeks.

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Wealth manager and Financial Planner Liberate Wealth has acquired £275m AUM Somerset-based Financial Planner Stafford House Investments for an undisclosed amount.

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National wealth manager and Financial Planner Evelyn Partners has acquired Bucks-based Harwood Hutton, a firm of accountants, tax advisers and business specialists.

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Tuesday, 05 December 2023
Articles

Adviser platform and SIPP provider Nucleus has trimmed its standard annual Wrap platform charge by three basis points for holdings between £200,000 and £500,000.

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Acquisitive fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired Synaptic Software from AdvancedAdvT Limited in a £4m deal, subject to regulatory approval.

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The FCA has today set out plans to make it easier for overseas funds to access UK investors in preparation for the new Overseas Funds Regime (OFR).

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Standard Life, part of Phoenix Group, is backing the Samaritans charity with a series of activities ahead of Christmas to ensure people know where to turn to if they are struggling to cope during the festive period.

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Staffordshire-based pensions adviser Quadros Financial Solutions Ltd (FRN: 764760) has been declared as failed by the Financial Services Compensation Scheme.

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The next Financial Planning Week, the CISI-backed, consumer-focused annual consumer campaign to spread awareness of good Financial Planning, will be held on 22-28 January.

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The FCA has published the full price list of its database, with marketing companies taking out a weekly subscription to its firms' and individuals' data being charged almost £18,000 a year.

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