Chartered Financial Planning firm Fairstone has acquired Berkshire-based Hammett and Petch Financial Planning under its downstream buyout acquisition model.
Read more ...Fairstone acquires Berkshire-based Financial Planner
- Thursday, 14 January 2021
- Articles
Brooks Macdonald FUM rises 13.6%
- Thursday, 14 January 2021
- Articles
Total group funds under management at wealth manager and Financial Planner Brooks Macdonald increased 13.6% to £15.5bn in its second quarter ending 31 December 2020.
Read more ...Investment app provider adds commission-free SIPP
- Thursday, 14 January 2021
- Articles
FCA regulated stockbroker and investment platform app Freetrade has launched a SIPP, administered by Gaudi.
Read more ...Murphy Wealth adds Chief Behavioural Officer
- Wednesday, 13 January 2021
- Articles
Murphy Wealth, a Financial Life Planning firm based in Glasgow, has promoted John Moran as its new executive chair and Neil Bage to the new role of chief behavioural officer.
Read more ...Fidelity relaunches wealth advice service
- Wednesday, 13 January 2021
- Articles
Fund platform and investment manager Fidelity has launched a new restricted advice wealth management service called Fidelity Wealth Management.
Read more ...First graduates join new Openwork training scheme
- Wednesday, 13 January 2021
- Articles
Adviser network Openwork has seen the first 19 graduates join its newly-launched Graduate Wealth Pathway Scheme this week.
Read more ...Smith & Williamson revamps MPS for inflation rise
- Wednesday, 13 January 2021
- Articles
Smith & Williamson Investment Management’s Managed Portfolio Service has added BlackRock’s Gold and General fund in anticipation of resurgent inflation over the next few years.
Read more ...deVere pushes clients towards ESG
- Wednesday, 13 January 2021
- Articles
International wealth manager deVere is offering free advice to clients on socially responsible investing as it seeks to move more clients towards ESG investments.
Read more ...SJP to chop 200 roles after review
- Tuesday, 12 January 2021
- Articles
Wealth manager St James’s Place is to cut 200 jobs from its workforce following a review of the business.
Read more ...Beaufort appoints Chartered Planner as new COO
- Tuesday, 12 January 2021
- Articles
Financial Planning, investment and mortgages firm Beaufort Group has appointed Chartered Financial Planner Jade Connolly as chief operating officer.
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