Financial Planning software and data provider Defaqto will bolt on a comprehensive cashflow modelling tool to its Engage Financial Planning system from next year.
Read more ...Defaqto to add cashflow modelling to Engage package
- Thursday, 08 December 2022
- Articles
FSCS confirms 10 regulated firms in default
- Wednesday, 07 December 2022
- Articles
The Financial Services Compensation Scheme has reported that 10 regulated firms defaulted in October and November.
Read more ...Guernsey-firm acquires SIPP provider Alltrust
- Wednesday, 07 December 2022
- Articles
Guernsey-based trust and pension company the UAP Group (UAP) has acquired SIPP provider Alltrust Services and has backed Alltrust's acquisition today of failed firm Rowanmoor Personal Pensions.
Read more ...FCA bans 3 bond traders for market manipulation
- Wednesday, 07 December 2022
- Articles
The FCA has provisionally banned three bond traders for market manipulation.
Read more ...WestBridge acquires SSAS book from Rowanmoor
- Wednesday, 07 December 2022
- Articles
SSAS firm WestBridge Group is to acquire the employees, clients and assets of Rowanmoor Executive Pensions Limited’s (REPL) book of 3,500 small self-administered schemes (SSAS), for an undisclosed sum.
Read more ...Fairstone acquires £170m FUM Complete Financial Planning
- Wednesday, 07 December 2022
- Articles
Fast-growing Chartered Financial Planning firm Fairstone has acquired Hereford-based Complete Financial Planning.
Read more ...Alltrust buys failed Rowanmoor Personal Pensions
- Wednesday, 07 December 2022
- Articles
SIPP and SSAS provider Alltrust has acquired failed firm Rowanmoor Personal Pensions Limited (RPPL) which went into administration in the summer after a flood of complaints to the Financial Ombudsman Service.
Read more ...Ex-SJP adviser to spur Continuum North-East expansion
- Wednesday, 07 December 2022
- Articles
Former St James’s Place adviser Jason Maddison has joined national IFA Continuum as a financial adviser based in Spennymoor, County Durham.
Read more ...Leading Planner to offer planner coaching programme
- Wednesday, 07 December 2022
- Articles
Leading Chartered and Certified Financial Planner Warren Shute is to launch a new coaching programme “for planners, by planners.”
Read more ...Midlands firm rebrands as it achieves Chartered status
- Tuesday, 06 December 2022
- Articles
Midlands-based Smith Cooper Independent Financial Solutions has rebranded as Everlong Wealth after being awarded Chartered Financial Planner status.
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