Financial advice firm Frenkel Topping has launched a personal injury (PI) and clinical negligence joint venture with law firm Ralli.

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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.

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Revenue in the first half at wealth management firm Charles Stanley increased 12% year on year to £91.9m.

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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).

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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.

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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.

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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.

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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.

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Wealth manager St James’s Place (SJP) has introduced virtual reality (VR) technology for training its financial advisers and Academy trainees.

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Celtic Financial Planning has added Chartered Financial Planner Victoria Nabarro to its London team in Canary Wharf.

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