Financial Planning firm Succession Wealth has acquired Oxford-based financial advice firm Oxford Advisory Partnership.

Men are almost twice as likely to be at serious risk of pension transfer fraud than women, according to a new report.

Wealth manager and Financial Planner Tilney Smith & Williamson is to open a new Belfast office in a prestige development as it looks to expand its Northern Irish presence.

Plymouth-based national Financial Planner Continuum has reported a 39% increase in annual turnover to £10.51m for the year ending 31 December 2021.

Schroders Personal Wealth, the Financial Planning joint venture run by Schroders and Lloyds Bank, has made a series of senior appointments to bolster its marketing team.

Wealth manager St James’s Place has revamped its brand and logo today, dropping the words ‘wealth management’ from the title.

VitalityInvest has launched a new transfer service for advisers enabling them to consolidate clients' investments on its platform.

Glasgow wealth manager Loch Fyne Financial has hired experienced Certified Financial Planner Jackie Coyne as its newest adviser.

South West Chartered Financial Planner Curtis Netherway has joined national adviser firm Continuum.

The Openwork Partnership, one of the UK’s largest adviser networks, has added 17 entrants to its 2022 graduate training scheme.