Acquisitive wealth manager and Financial Planner Succession Wealth has acquired Pannells Financial Planning for an undisclosed sum.
Read more ...Succession Wealth acquires £1.4bn Financial Planning firm
- Monday, 17 January 2022
- Articles
PFS Festival of Financial Planning to return
- Monday, 17 January 2022
- Articles
The Personal Finance Society is to focus on the challenges posed by intergenerational wealth transfer as it plans a return to a full programme of face-to-face events in 2022.
Read more ...Pensions consolidation on the rise
- Monday, 17 January 2022
- Articles
A third of Financial Planners have reported an increase in demand for pension consolidation advice over the past year, according to a new report.
Read more ...Horta-Osario leaves Credit Suisse after breaking Covid rules
- Monday, 17 January 2022
- Articles
Former Lloyds Banking Group boss and the chairman of Credit Suisse, Antonio Horta-Osorio, has resigned with immediate effect after breaking Coronavirus quarantine rules.
Read more ...Former City Minister Lord Myners dies at 73
- Monday, 17 January 2022
- Articles
Tavistock scraps bid to buy West Country Planner
- Monday, 17 January 2022
- Articles
Expanding Financial Planning group Tavistock has scrapped a plan to buy Morgan Financial Group Holdings, a Financial Planning and IFA firm with offices in Bath and Cheltenham.
Read more ...Man, 61, guilty of role in £13.7m pension transfer fraud
- Friday, 14 January 2022
- Articles
A 61-year-old man involved in a £13.7m pension transfer fraud changed his plea to guilty today at Southwark Crown Court.
Read more ...Guinness AM launches new brand and name
- Friday, 14 January 2022
- Articles
JO Hambro reopens UK fund closed for 8 years
- Friday, 14 January 2022
- Articles
Fund manager JO Hambro Capital Management has re-opened two funds, including one closed to new investors in 2013.
Read more ...Net flows improve for Brooks Macdonald
- Friday, 14 January 2022
- Articles
Net flows continued to improve for wealth manager Brooks Macdonald in the second quarter which ended on 31 December.
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