• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs

  • Ascot Lloyd acquires £254m AUA adviser

    Financial Planning firm Ascot Lloyd has acquired Scottish adviser Create and Prosper Financial Services for an undisclosed amount.

  • IFG Group sells three firms in potential £9m deal

    IFG website

  • Companies combine to create new Financial Planning firm

  • Financial Planning firm hires ex-CEO of Cofunds

  • New high-net-worth service created by Financial Planners

  • 'Advice definition change fails to make it more affordable'

    Treasury building

  • Paraplanner recruited by planning firm as new head of advice

    Ascot Lloyd's Ian Balgarnie

  • Bellpenny and Ascot Lloyd merge

    Nigel Stockton, Bellpenny’s chief executive

  • National IFA firm moves to cashflow modelling

    Ascot Lloyd website

  • Ascot Lloyd and Bellpenny ditch restricted advice

    Ascot Lloyd CEO Nigel Stockton

  • Advice firm lands veteran investment expert Bentley

    Graham Bentley

  • Ascot Lloyd buys rival adviser firm Newell Palmer

    Ascot Lloyd website

  • Ascot Lloyd plots 8 more acquisitions this year

    Nigel Stockton

  • Ascot Lloyds snaps up East Anglian planner

    Nigel Stockton of Ascot Lloyd

  • Ascot Lloyd completes six acquisitions

    Nigel Stockton, CEO of Ascot Lloyd

  • Change in Private Equity owners for Ascot Lloyd

    Nigel Stockton, CEO of Ascot Lloyd

  • Ascot Lloyd adds Chartered Planner to lead new Academy

    Duncan Gregory

  • European PE firm buys Ascot Lloyd from US owner

    Ascot Lloyd CEO Nigel Stockton

  • FSCS withdraws default of IFG Financial Services Ltd

    FSCS website

  • Ascot Lloyd buys £323m AUM Swansea IFA

    Nigel Stockton, chief executive of Ascot Lloyd

Page 1 of 2

  • Prev
  • 1
  • 2
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.