Chartered Financial Planner Fairstone has acquired Devon IFA firm Sabre Financial, adding £200m in Funds Under Management to the group.
Read more ...Kingswood buys Berks Financial Planner for £6.2m
- Thursday, 15 December 2022
- Articles
Fast-growing wealth manager and Financial Planner Kingswood has acquired Berks-based Financial Planner Barry Fleming & Partners for £6.2m.
Read more ...Perspective snaps up 12th adviser firm in 2022
- Thursday, 15 December 2022
- Articles
Acquisitive Financial Planning firm Perspective Financial Group has made its 12th acquisition of 2022 with a deal to buy £115m AUM Staffs IFA firm Hunter & Co.
Read more ...Westbridge adds 3 hires after Rowanmoor acquisition
- Wednesday, 14 December 2022
- Articles
SSAS firm Westbridge Group has added three new hires following the announcement of its acquisition of failed pension firm Rowanmoor’s SSAS business.
Read more ...Verso boosts assets by £725m with 2 Planner acquisitions
- Wednesday, 14 December 2022
- Articles
Verso Wealth Management has acquired Heritage Independent Financial Advisers and IEP Financial Limited today for undisclosed sums.
Read more ...Nearly 6 in 10 HNW investors worried about inflation
- Wednesday, 14 December 2022
- Articles
Six in ten (59%) investors with over £500,000 in investable assets are concerned about the threat of recession and the damage high inflation will do to their portfolios, according to a new report.
Read more ...Transact makes further charge reductions
- Wednesday, 14 December 2022
- Articles
Adviser platform Transact is to reduce its buy commission exemption threshold from £200,000 to £100,000 from 1 March.
Read more ...CPI rate slips back to 10.7%
- Wednesday, 14 December 2022
- Articles
CPI inflation dropped back to 10.7% in November - from 11.1% in October - as petrol prices fell.
Read more ...FSCS compensation funding review moves forward
- Wednesday, 14 December 2022
- Articles
The FCA is to review Financial Services Compensation Scheme limits and funding class thresholds in the next step in its plans to improve the compensation framework.
Read more ...FCA calls for views on PRIIPs replacement
- Tuesday, 13 December 2022
- Articles
The FCA has called for views on potential disclosure rules to replace the Packaged Retail Investments and Insurance Products (PRIIPs) regime and the Undertaking of Collective Investment in Transferable Securities (UCITS) rules.
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