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  • Brooks Macdonald snaps up £170m AUM Cardiff Planner

    Wealth manager and Financial Planner Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.

  • Investment Manager – UHNW Clients – £60k-£80k – Cardiff (2915)

  • Chartered Financial Planner reveals plans to double staff

    Bartholomew Hawkins HQ

  • Tilney returns to Cardiff as it recommits to Wales

    Tilney Smith & Williamson's website

  • Financial Planner moves to 4 day week 

    Some of the UNIQ Family Wealth team

  • Cardiff IFA handed 9-year bankruptcy order

    Marc is now under a number of restrictions

  • FSCS declares Cardiff pension firm in default

    FSCS website

  • Cardiff adviser fails with pension claim

    FSCS website

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