Digital advice firm OpenMoney has acquired Jargonfree Benefits (JFB), the employee benefits business set up by pensions guru and cartoonist Steve Bee.
Read more ...
Digital advice firm OpenMoney has acquired Jargonfree Benefits (JFB), the employee benefits business set up by pensions guru and cartoonist Steve Bee.
Read more ...Apogee Wealth Management, a Cheshire-based Chartered Financial Planner wealth firm, has bought local IFA Premier Financial Planning UK for an undisclosed sum.
Read more ...Ipswich-based Chartered Financial Planner firm SG Wealth Management have moved to new offices in their home town - a historic 16th century building.
Read more ...IFA network Tenet has acquired two of its member financial advisory firms in Mansfield to create a new hub in Nottinghamshire with £25m under management.
Read more ...The Personal Finance Society has warned regulators and government that advisers are ditching pension transfer advice due to soaring professional indemnity premiums.
Read more ...Almost half of UK adults (48%) are shunning financial advisers despite 88% of advised clients saying they were financially prepared for retirement.
Read more ...Acquisitive Financial Planning-led wealth manager AFH has bought the client book of Midlands IFA firm Groom Associatates in a deal worth up to £615,000.
Read more ...The independent Financial Services Consumer Panel, which advises the FCA, has announced three new members.
Read more ...Tracey Davidson has been appointed chairman of investment manager Heartwood from today and will also assume the new role of deputy CEO of Handelsbanken, Heartwood’s parent company.
Read more ...Wealth manager and Financial Planner Brewin Dolphin has completed the takeover of the wealth arm of Investec Group in the Republic of Ireland for just under £40m net.
Read more ...