The Financial Conduct Authority is planning to replace its Financial Resilience Survey with a new financial resilience regulatory return for solo-regulated firms.
Read more ...Quilter hires head of wellbeing from Disney
- Tuesday, 04 October 2022
- Articles
Wealth manager and Financial Planner Quilter has recruited Daisy Dupree-Loxton from the Walt Disney Company to be its new head of wellbeing.
Read more ...SJP expands Metaverse channel
- Tuesday, 04 October 2022
- Articles
Wealth manager St James’s Place is launching a new Metaverse-focused podcast channel to highlight its increasing use of immersive technology.
Read more ...European PE firm buys Ascot Lloyd from US owner
- Monday, 03 October 2022
- Articles
European private equity firm Nordic Capital has received regulatory approval to complete its acquisition of Financial Planning firm Ascot Lloyd from Oaktree Capital Management for an undisclosed sum.
Read more ...Curtis Banks waives £800 commercial property fee
- Monday, 03 October 2022
- Articles
SIPP provider Curtis Banks is waiving its fee on in-specie commercial property transfers into its Your Future SIPP for the rest of the year.
Read more ...Kreston Reeves FP becomes Craven Street Wealth
- Monday, 03 October 2022
- Articles
Chartered Financial Planner Kreston Reeves Financial Planning Ltd has been rebranded as Craven Street Wealth following its takeover by corporate finance firm Craven Street Capital.
Read more ...Lumin Wealth adds 4 new trainee planners
- Monday, 03 October 2022
- Articles
Four new trainee planners have joined Lumin Wealth’s Academy programme today.
Read more ...Chancellor U-turns on 45p tax rate abolition
- Monday, 03 October 2022
- Articles
Chancellor Kwasi Kwarteng has today abandoned his plan to abolish the 45% top rate of income tax on earnings over £150,000.
Read more ...Harlequin boss jailed for 12 years for £226m fraud
- Friday, 30 September 2022
- Articles
Harlequin chairman David Ames, the man behind a £226m SIPP-based fraud which hit 8,000 victims, was today jailed at Southwark Crown Court for 12 years.
Read more ...Brooks Macdonald buys Manchester Planner
- Friday, 30 September 2022
- Articles
Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning.
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