Acquisitive Financial Planning firm Perspective Financial Group has acquired a £100m AUM South coast Financial Planner – its 11th acquisition of the year.
Read more ...Old Mill appoints 3 new partners in growth boost
- Friday, 02 December 2022
- Articles
Financial Planning and accountancy firm Old Mill has appointed three new partners following a restructure to boost career progression for staff.
Read more ...11 SJP Chartered Planners achieve Masters in Finance
- Friday, 02 December 2022
- Articles
Eleven Chartered Financial Planners at wealth manager St James’s Place (SJP) have celebrated receiving Master’s certificates from the University of Gloucestershire at a ceremony to mark their graduation from an MSc Finance course.
Read more ...FCA fines adviser firm £2.4m for serious BSPS failings
- Friday, 02 December 2022
- Articles
The FCA has fined Pembrokeshire Mortgage Centre Limited (trading as County Financial Consultants) £2,354,331 for providing "woeful" and unsuitable advice to consumers to transfer out of the British Steel Pension Scheme (BSPS) and other defined benefit (DB) pension schemes.
Read more ...FCA to apply 'additional scrutiny' to appointed rep applications
- Friday, 02 December 2022
- Articles
FCA CEO Nikhil Rathi says the FCA will apply "additional scrutiny" to authorisation applications from appointed representatives, approved persons and payment agents.
Read more ...AJ Bell customer numbers top 425,000
- Thursday, 01 December 2022
- Articles
Investment platform and SIPP provider AJ Bell has reported pre-tax profit up a modest 6% year on year to £58.4m for the year ended 30 September.
Read more ...FCA to warn pension savers about cash risk
- Thursday, 01 December 2022
- Articles
The FCA is to push ahead immediately with plans to warn pension savers of the corrosive effect of inflation on cash savings.
Read more ...LEBC buys back digital arm Hummingbird for £3m
- Thursday, 01 December 2022
- Articles
Financial Planner Tavistock has sold its hybrid digital app business LEBC Hummingbird back to a wholly-owned subsidiary of original owner LEBC Holdings Limited for £3m.
Read more ...Kingswood buys Chartered Planner firm for £12.4m
- Thursday, 01 December 2022
- Articles
Fast-growing Financial Planner and wealth manager Kingswood has acquired JFP Holdings Limited, the parent company of Cheshire Chartered Financial Planner JFP Financial Services Limited.
Read more ...New CEO for fintech Wealth Wizards
- Wednesday, 30 November 2022
- Articles
Adviser fintech Wealth Wizards has appointed Ben Hampton as its new chief executive.
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