Financial Planning firm Calton Wealth Management has acquired fellow Scottish adviser firm Morrison Personalised Wealth Management (MPWM), its first acquisition.
Two former RBC Wealth managers have launched a new HNW wealth adviser called Six Degrees.
Financial wellbeing and retirement advice specialist Wealth at Work has launched a Corporate ISA aimed at employees who want to save tax efficiently.
Cooper Parry Wealth (CPW) has acquired Luton-based Chartered Financial Planning firm Chamberlyns in its latest deal.
Chartered Financial Planner Lumin Wealth has acquired B W Financial Consultants Ltd, a Financial Planning firm based in Penn, Buckinghamshire for an undisclosed amount.
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.
The Personal Finance Society has refuted as “simply incorrect” claims that £10m is ‘missing’ from its funds.
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).
Wealth and investment manager Brooks Macdonald is to cut 55 jobs - about 10% of its workforce - as part of cost-cutting measures announced today.
The Personal Finance Society (PFS), the 40,000-member professional body for Chartered Financial Planners, is holding its one-day 2023 National Conference at the new International Convention Centre near Newport, Wales on Thursday (2 November).