Wealth manager and Financial Planner Evelyn Partners has boosted its Edinburgh office with the appointment of Chartered Financial Planner Duncan Arthur as Financial Planning director.
Read more ...Tavistock buys 200 adviser protection firm for £7m
- Tuesday, 11 April 2023
- Articles
Financial Planning firm Tavistock Investments has acquired Precise Protect, an insurance and protection business based in Bangor, Northern Ireland, for £7m.
Read more ...Partying crooks get 24 years jail for £1.2m investment fraud
- Thursday, 06 April 2023
- Articles
Three individuals behind an investment fraud which conned £1.2m from UK investors have been convicted and sentenced to a total of 24.5 years.
Read more ...ASHL launches new advice business with 2 acquisitions
- Thursday, 06 April 2023
- Articles
Adviser support firm and Sense network owner Adviser Services Holdings Limited (ASHL), has launched a new national advice business called LYNC Wealth Management after making two wealth manager acquisitions.
Read more ...Global Financial Planning body revamps standards
- Thursday, 06 April 2023
- Articles
The Financial Planning Standards Board (FPSB), the global Financial Planning professional body, has launched a major update to its global Financial Planning standards to take account of evolving technology and trends in the profession.
Read more ...Ex-PFS President launches people skills training
- Thursday, 06 April 2023
- Articles
Former Personal Finance Society President Caroline Stuart has teamed up with communication professional Melissa Kidd to launch a new learning and development service focusing on people skills.
Read more ...Irwin Mitchell acquires Leeds wealth manager
- Thursday, 06 April 2023
- Articles
Legal and financial services provider Irwin Mitchell has acquired Leeds-based wealth manager Andrews Gwynne LLP.
Read more ...FCA orders wealth manager to halt trading as arrest made
- Thursday, 06 April 2023
- Articles
The FCA has ordered Newcastle-based wealth manager WealthTek Limited Liability Partnership to cease all regulated activities following the discovery of regulatory and operational issues.
Read more ...London-based Chartered Planner buys Hants IFA
- Thursday, 06 April 2023
- Articles
Wimbledon-based Chartered Financial Planning firm Holborn Financial has acquired Whitchurch-based IFA Kingsley Financial Management for an undisclosed sum.
Read more ...PFS orders independent review of governance
- Wednesday, 05 April 2023
- Articles
The Personal Finance Society has commissioned an independent review of its governance following criticism from parent body the Chartered Insurance Institute.
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