The Financial Planning Standards Board (FPSB), the global Financial Planning professional body, has appointed a new chair and board leaders to support worldwide professional standards in Financial Planning.
Read more ...Manchester wealth manager in default
- Tuesday, 11 April 2023
- Articles
The Financial Services Compensation Scheme has declared in default advice firm Salford-based SQ Wealth, which formerly traded as Quays Wealth Management (FRN: 707844).
Read more ...Brighton financial advice firms in £1.5bn merger
- Tuesday, 11 April 2023
- Articles
Sussex-based private equity firm Cow Corner Investing has merged two Brighton-based financial advice firms it has acquired into one business with £1.5bn of assets.
Read more ...Evelyn appoints Edinburgh Financial Planning director
- Tuesday, 11 April 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners has boosted its Edinburgh office with the appointment of Chartered Financial Planner Duncan Arthur as Financial Planning director.
Read more ...Tavistock buys 200 adviser protection firm for £7m
- Tuesday, 11 April 2023
- Articles
Financial Planning firm Tavistock Investments has acquired Precise Protect, an insurance and protection business based in Bangor, Northern Ireland, for £7m.
Read more ...Partying crooks get 24 years jail for £1.2m investment fraud
- Thursday, 06 April 2023
- Articles
Three individuals behind an investment fraud which conned £1.2m from UK investors have been convicted and sentenced to a total of 24.5 years.
Read more ...ASHL launches new advice business with 2 acquisitions
- Thursday, 06 April 2023
- Articles
Adviser support firm and Sense network owner Adviser Services Holdings Limited (ASHL), has launched a new national advice business called LYNC Wealth Management after making two wealth manager acquisitions.
Read more ...Global Financial Planning body revamps standards
- Thursday, 06 April 2023
- Articles
The Financial Planning Standards Board (FPSB), the global Financial Planning professional body, has launched a major update to its global Financial Planning standards to take account of evolving technology and trends in the profession.
Read more ...Ex-PFS President launches people skills training
- Thursday, 06 April 2023
- Articles
Former Personal Finance Society President Caroline Stuart has teamed up with communication professional Melissa Kidd to launch a new learning and development service focusing on people skills.
Read more ...Irwin Mitchell acquires Leeds wealth manager
- Thursday, 06 April 2023
- Articles
Legal and financial services provider Irwin Mitchell has acquired Leeds-based wealth manager Andrews Gwynne LLP.
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