Cumbria-based Financial Planning firm Financial Management Bureau (FMB) has formed a partnership with wealth manager Robert Meacock and Company.

Digital wealth manager Verso Wealth Management has acquired high-net-worth specialist wealth manager CDC Wealth Management for an undisclosed sum.

Financial Planners from firms large and small have been fundraising and going above and beyond to help refugees who have suffered due to Russia’s brutal invasion of Ukraine.

A duo from Chartered Financial Planning firm Perceptive Planning are en-route back from their trip to provide aid to refugees from Russia’s invasion of the Ukraine.

NS&I is to refer £1m Premium Bonds jackpot winners to Certified Financial Planners or Chartered Financial Planners.

David Kiddie has taken up his new role as chairman of wealth manager and SIPP provider Mattioli Woods today after regulatory delays from the FCA in providing approval.

Leading Financial Planner Nick Toubkin, a key figure at London Financial Planning firm Strabens Hall, has joined international family office Stonehage Fleming as a director as it expands its wealth planning division.

Net inflows increased 8% for Close Brothers Asset Management (CBAM) for the six months ending 31 January.

Investors in the former Woodford Equity Income fund may have to wait until after the end of 2022 to see the wind-up of the fund completed.

Financial Planning firms have yet to see much impact from Russia's invasion of Ukraine, but have taken steps to reassure clients, according to leading Financial Planners.