Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales.
Read more ...PFS Conference: Nearly 1,000 battle weather to attend
- Thursday, 02 November 2023
- Articles
Scottish Financial Planner makes first acquisition
- Wednesday, 01 November 2023
- Articles
Financial Planning firm Calton Wealth Management has acquired fellow Scottish adviser firm Morrison Personalised Wealth Management (MPWM), its first acquisition.
Read more ...Ex-RBC Wealth duo open new HNW advisory firm
- Wednesday, 01 November 2023
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Two former RBC Wealth managers have launched a new HNW wealth adviser called Six Degrees.
Read more ...Wealth at Work launches Corporate ISA
- Wednesday, 01 November 2023
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Financial wellbeing and retirement advice specialist Wealth at Work has launched a Corporate ISA aimed at employees who want to save tax efficiently.
Read more ...Cooper Parry buys Chartered Planner Chamberlyns
- Wednesday, 01 November 2023
- Articles
Cooper Parry Wealth (CPW) has acquired Luton-based Chartered Financial Planning firm Chamberlyns in its latest deal.
Read more ...Lumin Wealth acquires £95m AUM Bucks Planner
- Wednesday, 01 November 2023
- Articles
Chartered Financial Planner Lumin Wealth has acquired B W Financial Consultants Ltd, a Financial Planning firm based in Penn, Buckinghamshire for an undisclosed amount.
Read more ...Odey Asset Management to wind down
- Tuesday, 31 October 2023
- Articles
Odey Asset Management - including subsidiaries Brook Asset Management and Odey Wealth - is to close down following sex scandal accusations that engulfed its owner Crispin Odey earlier this year.
Read more ...PFS refutes claims of ‘missing’ £10m
- Tuesday, 31 October 2023
- Articles
The Personal Finance Society has refuted as “simply incorrect” claims that £10m is ‘missing’ from its funds.
Read more ...Evelyn Partners' AuMA up 6.9% to £55.6bn in Q3
- Tuesday, 31 October 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners has reported a 6.9% year on year rise in Assets Under Management and Advice (AuMA) to £55.6bn for its Q3 (Q3 2022: £52bn).
Read more ...Brooks Macdonald to cut 55 jobs
- Tuesday, 31 October 2023
- Articles
Wealth and investment manager Brooks Macdonald is to cut 55 jobs - about 10% of its workforce - as part of cost-cutting measures announced today.
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