Teachers want more Personal Finance Society members raising their hands to go back to school to teach school students essential money skills, according to the PFS.
Read more ...Tilney S&W in £300k boost for disadvantaged young
- Thursday, 07 October 2021
- Articles

Tilney Smith & Williamson has launched its first corporate charity partnership with Impetus, a charity aimed at helping disadvantaged younger people.
Read more ...Tavistock avoids £7m sale tax charge
- Thursday, 07 October 2021
- Articles

The sale of Tavistock Wealth to Titan Wealth has qualified for substantial shareholding exemption (SSE), saving wealth manager and Financial Planner Tavistock Investments from paying £7m in tax on the sale.
Read more ...Family wealth 'at risk' for next generation - SJP
- Thursday, 07 October 2021
- Articles

Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned.
Read more ...Fairstone acquires Chartered Planner Chadney Bulgin
- Thursday, 07 October 2021
- Articles

Fairstone has acquired the major Southern Chartered Financial Planning group Chadney Bulgin, adding £850m in assets under management.
Read more ...FE fundinfo acquires Down Under fintech
- Wednesday, 06 October 2021
- Articles

Expanding fintech FE fundinfo, which provides fund data and tech services in the UK and worldwide, has taken over Australian firm Zenith Group in a deal which includes including Zenith Investment Partners and Chant West, a research and ratings firm.
Read more ...Openwork network hires new COO from NatWest
- Wednesday, 06 October 2021
- Articles

Openwork Partnership, one of the UK’s biggest adviser networks, has recruited Frank Meere from NatWest to be its new chief operating officer.
Read more ...Tilney Smith & Williamson targets retiring advisers
- Wednesday, 06 October 2021
- Articles

Wealth manager and Financial Planner Tilney Smith & Williamson is targeting retiring financial advisers who want to transfer their client books to Tilney.
Read more ...Klonowski wins CFP Professional of the Year Award
- Wednesday, 06 October 2021
- Articles

Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.
Read more ...FSCS declares Nottingham-based DFM in default
- Wednesday, 06 October 2021
- Articles

The Financial Services Compensation Scheme has declared Nottingham-based DFM Clear Capital Management in default.
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