Fidelity has acquired low cost financial services dealing firm Cavendish Online and will add it to its Personal Investing platform.
Investment platform 7IM has acquired London-based Financial Planning firm Partners Wealth Management.
Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.
Fast-growing Financial Planner Perspective Financial Group has appointed Sam Smith as its group acquisitions director as it looks to finalise more deals.
LV= confirmed today it is in exclusive talks with Bain Capital, the US private equity owner of esure, about a potential deal.
Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.
Justin Urquhart Stewart, one of the founders of platform 7IM and a well known TV and radio financial commentator familiar onscreen for his red braces, retired recently from 7IM. But instead of hanging up his boots at 65 he has thrown his weight behind a new SME investment start up called Regionally where he is chairman. Financial Planning Today editor Kevin O’Donnell interviewed him via video call about the new business and its plans.
Financial adviser Frenkel Topping is to shift its acquisition strategy away from the IFA market due to a lack of “suitable” targets.
Platform and SIPP firm James Hay has appointed former LV= group CEO Richard Rowney as its new chief executive to replace Alastair Conway.
Independent Wealth Planners has acquired Southern-based Financial Planning firm Hunter Hammond Daniel Associates to establish its first presence in Sussex.
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