Preston-based Ludlow Wealth Management Group is growing its presence in Edinburgh with a new hire.
Read more ...Wealth management firm expands with Edinburgh hire
- Wednesday, 20 February 2019
- Articles
FCA warns over unauthorised ‘scam’ wealth manager
- Friday, 08 February 2019
- Articles
The FCA has issued a warning over a “scam” wealth management firm, which it says, is operating without authorisation.
Read more ...Wealth manager appoints new CEO and board member
- Monday, 04 February 2019
- Articles
A Yorkshire-based wealth management firm Leodis Wealth has appointed a new chief executive and promoted a new member to its board of directors.
Read more ...Wealth manager acquires Newcastle IFA
- Monday, 28 January 2019
- Articles
Wealth management firm Perspective Financial Group has today revealed the acquisition of Newcastle-based IFA practice, Galloway Whitfield (Life & Pensions) Ltd.
Read more ...CISI launches Chartered qualification in Cyprus
- Friday, 25 January 2019
- Articles
Cyprus based finance professionals are being offered the chance to study for the CISI’s Chartered Wealth Manager qualification.
Read more ...Firm celebrates Chartered Financial Planner status
- Friday, 25 January 2019
- Articles
A wealth management company is celebrating after gaining coveted Chartered Financial Planners status.
Read more ...SJP boosts adviser numbers close to 4,000
- Friday, 25 January 2019
- Articles
St James’s Place boosted adviser numbers, to just 46 short of 4,000, a trading update has revealed.
Read more ...Quilter Cheviot makes new senior appointment in Liverpool
- Wednesday, 09 January 2019
- Articles
Wealth manager and Financial Planner Quilter Cheviot has appointed a new head of office at its Liverpool location.
Read more ...Wealth management firm appoints new director
- Tuesday, 08 January 2019
- Articles
Independent wealth management group KW Wealth has appointed a new group finance director.
Read more ...Tilney acquires Moore Stephens’ UK wealth arm
- Friday, 21 December 2018
- Articles
Tilney, the wealth manager and Financial Planning group, is to acquire the wealth management business of accountants Moore Stephens LLP.
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