Wealth manager and SIPP provider Mattioli Woods has acquired Leicester Financial Planning firm Pole Arnold Financial Management Limited in a deal worth up to £7m.
Read more ...Premier Miton to launch European sustainable fund
- Monday, 12 April 2021
- Articles
Premier Miton is set to launch the Premier Miton European Sustainable Leaders Fund on 10 May.
Read more ...Surge in people wanting to retire early
- Monday, 12 April 2021
- Articles
The number of people who want to retire early has more than doubled during the pandemic from 4% to 10% and more people have clearer retirement plans.
Read more ...Advised investors ‘more confident’ post-pandemic
- Monday, 12 April 2021
- Articles
Investors who regularly see a financial adviser are significantly more confident about their future financial prospects, according to a new survey for wealth manager and Financial Planner Sanlam.
Read more ...Tilney S&W hunts for new chairman - reports
- Monday, 12 April 2021
- Articles
Financial Planner and wealth manager Tilney Smith & Williamson is hunting for a new chairman, Sky News has reported.
Read more ...SJP CEO sees £325,000 cut in earnings
- Friday, 09 April 2021
- Articles
St James’s Place CEO Andrew Croft saw his earnings fall from £1.017m in 2019 to £692,788 in 2020 as the pandemic hit the company.
Read more ...SFO launches probe into car leasing UCIS
- Friday, 09 April 2021
- Articles
The Serious Fraud Office has launched an investigation into suspected fraud involving a group of unauthorised collective investment schemes investing in car leasing companies.
Read more ...Scottish Friendly CEO Galbraith dies
- Thursday, 08 April 2021
- Articles
Scottish Friendly CEO Jim Galbraith has died after over 30 years at the mutual.
Read more ...Industry donates £7m to tackle mental health crisis
- Thursday, 08 April 2021
- Articles
The insurance and long term savings has made a donation of £7m to mental health charities Rethink and Mind to help provide 3.5m people with mental health support during and post the pandemic.
Read more ...Ludlow buys NatWest and Coutts trust arms
- Thursday, 08 April 2021
- Articles
Ambitious trust company Ludlow Trust has acquired the NatWest Group and Coutts UK trust businesses and will relaunch both under the Ludlow Trust banner.
Read more ...