Financial advice firm Frenkel Topping has launched a personal injury (PI) and clinical negligence joint venture with law firm Ralli.
Read more ...Morrow exits Openwork in exec reshuffle
- Thursday, 18 November 2021
- Articles
Advice network The Openwork Partnership has appointed adviser Stuart Dodson as managing director as chief commercial officer Mike Morrow announced he is to step down.
Read more ...Income up 12% at takeover target Charles Stanley
- Thursday, 18 November 2021
- Articles
Revenue in the first half at wealth management firm Charles Stanley increased 12% year on year to £91.9m.
Read more ...Close Brothers AM CEO steps down
- Thursday, 18 November 2021
- Articles
Martin Andrew has stepped down from his role of chief executive at wealth firm and fund manager Close Brothers Asset Management (CBAM).
Read more ...Old Mill plans to nearly double staff to 600+
- Wednesday, 17 November 2021
- Articles
West Country-based accountancy and wealth management firm Old Mill has revealed plans to nearly double staff numbers from 320 to 600 over the next five years.
Read more ...iPensions launches digital pension consolidator
- Wednesday, 17 November 2021
- Articles
SIPP provider iPensions is expanding into the direct-to-consumer pension market with the launch of iSIPP, a digital consolidator for UK and international clients.
Read more ...IWP’s Welsh CEO exits to join Centurion
- Wednesday, 17 November 2021
- Articles
Chartered Financial Planner Wes Nixon is to leave IWP’s Welsh regional hub to join Bristol-based Centurion Chartered Financial Planners after only nine months in the role at IWP.
Read more ...Kingswood buys Kent Planner in second deal this week
- Wednesday, 17 November 2021
- Articles
Fast-growing wealth manager and Financial Planner Kingswood has made its second acquisition this week with a deal to buy Smythe and Walter, a Financial Planning firm based in Faversham, Kent.
Read more ...SJP adds virtual reality training for advisers
- Wednesday, 17 November 2021
- Articles
Wealth manager St James’s Place (SJP) has introduced virtual reality (VR) technology for training its financial advisers and Academy trainees.
Read more ...Celtic adds Chartered Planner to London team
- Tuesday, 16 November 2021
- Articles
Celtic Financial Planning has added Chartered Financial Planner Victoria Nabarro to its London team in Canary Wharf.
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