• 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
  • Planner leaves Newcastle firm after takeover by Saltus

    Chartered Financial Planner Andrew Gardiner has left his role as associate director with Lowes Financial Management in Newcastle after it was taken over by national firm Saltus.

  • Newcastle Financial Advisers buys County Durham Planner

    Newcastle Financial Advisers, part of Newcastle Building Society, has acquired County Durham-based Financial Planning firm Orchard Financial Management.

  • HNW Financial Planner – Newcastle - Up to £75k (2782)

  • Wealth manager acquires Newcastle IFA

    Ian Wilkinson
  • Sanlam acquires Newcastle-based Financial Planning firm

    Blackett Walker
  • IFA begins expansion of investment arm with new hire

    Kimberely Campbell
  • Fairstone boosts client numbers by 16% to 57,000 

    Fairstone CEO Lee Hartley
  • Fairstone acquires second South West Financial Planner

    (L to R) – Fairstone CEO Lee Hartley and Sovereign Wealth's Marcus Harris
  • Tilney adds investment team in North East

    Angus Wilson and Matthew Burgess
  • Tilney acquires Northumberland Financial Planner

    The firm’s five staff, including Financial Planners, are currently based in Cramlington in Northumberland and will move to Tilney’s Newcastle office.
  • Tilney Smith & Williamson doubles Newcastle office

    Newcastle
  • Fairstone enters Irish market with major acquisition 

    (L to R): Fairstone CEO Lee Hartley and PAX CEO Paul Merriman
  • Fairstone trumpets double-digit growth

    Lee Hartley, Fairstone chief executive
  • Continuum adds to North East Planner team

    Stephen Straker
  • Evelyn boosts Northern footprint with acquisition 

    Evelyn Partners logo
  • FCA orders wealth manager to halt trading as arrest made

    FCA HQ
  • Fairstone moves to new HQ as growth continues

    Fairstone CEO Lee Hartley
  • Foster Denovo acquires Newcastle Chartered Planner

    Roger Brosch, CEO of Foster Denovo
  • Expanding Prosperis acquires Newcastle IFA

    Prosperis' website
  • Building society snaps up ex-footballer's Planner firm

    L-R Chris Carter, business development manager at Newcastle Financial Advisers with Keith Dyson

Key Links

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