• 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
  • Finli acquires Somerset and Birmingham Planning firms

    Fast-growing wealth manager and Financial Planner Finli Group, formerly Solomon Capital Holdings, has acquired Somerset-based Schaefer Financial Management and Birmingham-based MMR Financial Planning and said it plans three more acquisitions this month.

  • Birmingham adviser completes management buy-in

    Birmingham-based financial advice firm Margetts Wealth Management has completed a management buy-in.

  • Evelyn Partners expands in the Midlands

    Wealth manager and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.

  • Lloyds Bank branch

    Parents pay £30,000+ premium to buy house near top state schools

  • Former IFP chief executive Steve Gazzard, a PFS Conference speaker

    PFS Financial Planning Symposiums to attract 2,400

  • Former IFP chief executive Steve Gazzard, a PFS Conference speaker

    Over 400 Financial Planning delegates head to Wales today

  • Wembley Stadium is the venue for the next event

    Nearly 1,000 Financial Planning pros on their way to Wembley tomorrow

  • PFS Festival of Financial Planning logo

    2,300+ sign up for first Festival of Financial Planning

  • PFS Festival of Financial Planning logo

    Nearly 3,000 sign up for UK's biggest Financial Planning event

  • PFS Festival of Financial Planning website

    Thousands head to UK's biggest ever Financial Planning event

  • PFS Festival of Financial Planning

    Day 1 attendees at PFS Festival of Financial Planning top 2,500

  • PFS CEO Keith Richards speaking at PFS Festival

    Nearly 3,300 attend first Festival of Financial Planning

  • LibDem leader Sir Vince Cable addressing conference

    Vince Cable warns planners of Brexit's "serious disruption"

  • Celtic Manor Resort near Newport, South Wales

    Annual CISI Financial Planning conference moves to Brum

  • CISI Financial Planning Conference 2018 - Changing Lives

    CISI 2018 Financial Planning conference venue announced

  • AFH's team of runners

    Financial Planner’s runners smash charity target

  • Tilney website

    Tilney boosts Midlands office with new hire 

  • Mark Rogers with Andrew Porter

    New CISI president to ‘extend voice of Financial Planners’

  • Quantum Advisory website

    Quantum Advisory hires new principal consultant

  • CISI Conference in 2018

    Thousands set to attend annual planner conferences

Page 1 of 2

  • Prev
  • 1
  • 2
  • Next

Key Links

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