Fintel, owner of SimplyBiz and Defaqto, saw revenues up 10% year on year to £31.7m in the first half of 2021.
Read more ...Mattioli Woods set for more acquisitions
- Tuesday, 21 September 2021
- Articles
Wealth manager and SIPP provider Mattioli Woods is hunting for more acquisitions despite reporting a drop in profits .
Read more ...Ascot Lloyd owner acquires Sanlam Wealth for £140m
- Monday, 20 September 2021
- Articles
Private equity firm Oaktree has acquired Sanlam Wealth UK from its South African parent company for £140m.
Read more ...Tilney S&W adds professional connections director
- Monday, 20 September 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson has recruited Charlotte Fairhurst from Octopus Investment to help it build professional connections in London and the South East.
Read more ...STAR to launch ‘gold’ standard for product transfers
- Monday, 20 September 2021
- Articles
STAR, the cross-industry transfer initiative, is to roll out an accreditation scheme which will award bronze, silver or gold grades to providers based on their ability to transfer clients to other providers smoothly and quickly.
Read more ...TISA wants advice overhaul to reach 38m unadvised savers
- Monday, 20 September 2021
- Articles
Savings trade body TISA has called for the 38m unadvised UK savers to be given access to 'personalised' guidance from financial providers to avoid them being 'left behind.'
Read more ...Acquistions boost Frenkel Topping revenue by 93%
- Monday, 20 September 2021
- Articles
Financial advisory firm Frenkel Topping has reported a 93% rise in revenue in its interim results today thanks to a rapid acquisition strategy.
Read more ...Company honours founder and Covid-19 victim Alan Steel
- Friday, 17 September 2021
- Articles
Alan Steel Asset Management, the Scottish investment and wealth management company founded by industry veteran Alan Steel - who has died from Covid-19 - paid tribute to him today in a public statement.
Read more ...FCA bans IFA after child sex offence
- Friday, 17 September 2021
- Articles
The FCA has banned financial advisory firm director Jon Frensham (formerly known as Jonathan James Hunt) from performing any regulated activity after his conviction for a child sex offence.
Read more ...Industry veteran Alan Steel dies after Covid-19 illness
- Friday, 17 September 2021
- Articles
Industry veteran Alan Steel, chairman of Alan Steel Asset Management, has died after losing his battle with Covid-19.
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