A major pensions 'unlocking' firm which used TV advertising - Kings (FRN 197285) - has been declared as failed by the Financial Services Compensation Scheme.
Read more ...Moore Kingston buys specialist Financial Planner
- Tuesday, 04 April 2023
- Articles
Major global accountancy firm Moore Kingston Smith LLP has acquired Devon-based education specialist Financial Planner Pilot Financial.
Read more ...SSAS provider WBR acquires pension firm
- Tuesday, 04 April 2023
- Articles
Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired Wimbledon-based Bespoke Corporate Pensions Limited (BCPL) for an undisclosed sum.
Read more ...Rathbones and Investec's Wealth arm to merge
- Tuesday, 04 April 2023
- Articles
Rathbones and Investec’s Wealth & Investment UK division are to merge to create a discretionary wealth manager with £100bn in Funds Under Management.
Read more ...WH Ireland issues loss warning
- Monday, 03 April 2023
- Articles
Wealth manager and Financial Planner WH Ireland has issued a profit warning as the group continues to be hit by market volatility.
Read more ...Atomos hires former Ascentric CEO as chair
- Monday, 03 April 2023
- Articles
Financial Planner and wealth manager Atomos, formerly Sanlam, has appointed former Ascentric CEO Jon Taylor as its new chair.
Read more ...Evelyn acquires 40-staff Cambridge firm
- Monday, 03 April 2023
- Articles
Wealth manager and professional services group Evelyn Partners has acquired Ashcroft Partnership LLP in Cambridge.
Read more ...Ex-Quilter CEO Feeney hired as new Skerritts CEO
- Monday, 03 April 2023
- Articles
Expanding Chartered Financial Planner Skerritts Group has hired former Quilter CEO Paul Feeney as its new group CEO.
Read more ...Clifton AM acquires Midlands Chartered Planner firm
- Monday, 03 April 2023
- Articles
Bristol-based wealth manager Clifton Asset Management has acquired West Midlands Chartered Financial Planner firm GB Financial Services.
Read more ...FCA commits to delayed SDR review
- Friday, 31 March 2023
- Articles
The FCA has pushed back plans to provide a new regime for Sustainability Disclosure Requirements (SDR) and investment labels.
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