The sale of Tavistock Wealth to Titan Wealth has qualified for substantial shareholding exemption (SSE), saving wealth manager and Financial Planner Tavistock Investments from paying £7m in tax on the sale.
Read more ...Family wealth 'at risk' for next generation - SJP
- Thursday, 07 October 2021
- Articles
Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned.
Read more ...Fairstone acquires Chartered Planner Chadney Bulgin
- Thursday, 07 October 2021
- Articles
Fairstone has acquired the major Southern Chartered Financial Planning group Chadney Bulgin, adding £850m in assets under management.
Read more ...FE fundinfo acquires Down Under fintech
- Wednesday, 06 October 2021
- Articles
Expanding fintech FE fundinfo, which provides fund data and tech services in the UK and worldwide, has taken over Australian firm Zenith Group in a deal which includes including Zenith Investment Partners and Chant West, a research and ratings firm.
Read more ...Openwork network hires new COO from NatWest
- Wednesday, 06 October 2021
- Articles
Openwork Partnership, one of the UK’s biggest adviser networks, has recruited Frank Meere from NatWest to be its new chief operating officer.
Read more ...Tilney Smith & Williamson targets retiring advisers
- Wednesday, 06 October 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson is targeting retiring financial advisers who want to transfer their client books to Tilney.
Read more ...Klonowski wins CFP Professional of the Year Award
- Wednesday, 06 October 2021
- Articles
Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.
Read more ...FSCS declares Nottingham-based DFM in default
- Wednesday, 06 October 2021
- Articles
The Financial Services Compensation Scheme has declared Nottingham-based DFM Clear Capital Management in default.
Read more ...PFS President Sarah Lord joins Cooper Parry
- Tuesday, 05 October 2021
- Articles
Personal Finance Society President Sarah Lord has joined Financial Planning firm Cooper Parry Wealth as its first chief growth officer.
Read more ...Digital estate planning service for Planners launches
- Tuesday, 05 October 2021
- Articles
A new cloud-based platform to help advisers with estate planning has been launched this morning.
Read more ...