Major global accountancy firm Moore Kingston Smith LLP has acquired Devon-based education specialist Financial Planner Pilot Financial.
Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired Wimbledon-based Bespoke Corporate Pensions Limited (BCPL) for an undisclosed sum.
Rathbones and Investec’s Wealth & Investment UK division are to merge to create a discretionary wealth manager with £100bn in Funds Under Management.
Wealth manager and Financial Planner WH Ireland has issued a profit warning as the group continues to be hit by market volatility.
Financial Planner and wealth manager Atomos, formerly Sanlam, has appointed former Ascentric CEO Jon Taylor as its new chair.
Wealth manager and professional services group Evelyn Partners has acquired Ashcroft Partnership LLP in Cambridge.
Expanding Chartered Financial Planner Skerritts Group has hired former Quilter CEO Paul Feeney as its new group CEO.
Bristol-based wealth manager Clifton Asset Management has acquired West Midlands Chartered Financial Planner firm GB Financial Services.
The FCA has pushed back plans to provide a new regime for Sustainability Disclosure Requirements (SDR) and investment labels.
The Financial Ombudsman Service is to freeze its individual case fee at £750 for a third year as its strives to reduce the financial strain of its services on regulated firms.