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  • Wealth transfer as important as estate planning to clients

    Transferring wealth between generations is as important to clients of Financial Planning firms as retirement, a new study reveals.

  • Saltus buys £400m AUM Herts Financial Planner

    Financial Planner and wealth manager Saltus has acquired £400m AUM Herts-based Financial Planning firm Delta Financial Management.

  • Over 4 in 5 Planners expect assets to increase in 2025

    More than four in five Financial Planners (84%) expect assets under management and advice to rise this year, according to a survey.

  • Saltus takes over Newcastle Planner Lowes

    Financial Planner and wealth manager Saltus has bought Newcastle-based Financial Planning firm Lowes Financial Management for an undisclosed amount.

  • Tavistock posts loss after turbulent six months

    Wealth manager Tavistock today reported an operational loss after a turbulent last six months, during which time the firm quarrelled with former investment partner Titan Wealth and sold its advice business.

  • Tavistock confirms repositioning after £22m Saltus deal

    Wealth manager Tavistock has confirmed that it will reposition the business after receiving £22m from The Saltus Partnership today for its network of 140 self-employed registered individuals.

  • Tavistock acquires £3bn AUM asset manager ABP

    Wealth manager Tavistock has acquired asset manager ABP as it completes its sale of its financial advice businesses, Tavistock Partners Limited and Tavistock Partners (UK) Limited, to Saltus.

  • Saltus acquires Tavistock's advice businesses for £38m

    Saltus has paid up to £37.75m to acquire Tavistock’s financial advice businesses, Tavistock Partners Limited and Tavistock Partners (UK) Limited, including the Abacus and Duchy brands.

  • Saltus buys £300m AUM Financial Planning firm

    The acquisition will see all Fish Financial staff move over to Saltus
  • HNW clients underestimate retirement funding

    Saltus' website
  • Research reveals generations split on ESG investing

    Generations are split on ESG investing
  • Clients keeping family in dark on wealth transfer

    The Saltus Wealth Index surveyed over 1,000 investors in the UK with assets over £250,000.
  • Saltus appoints Planning head in push for Chartered status

    Alex Spreckley
  • Saltus acquires £160m AUM Hertfordshire wealth manager

    Saltus' website
  • 9 in 10 older HNW clients concerned over inflation

    Saltus' website
  • HNW savers underestimate pension funding by £300,000

    The Saltus Wealth Index surveyed over 1,000 UK savers with investable assets over £250,000 between 28 February and 15 March.
  • Saltus acquires London Chartered Financial Planning firm

    Saltus' website
  • Planner questions Consumer Duty enforcement

    Ian Else, founder and Financial Planner at 4 Financial Planning, welcomed the new Consumer Duty rules but questioned if the FCA has what it needs to properly enforce them.
  • Private Equity firm PCP takes majority stake in Saltus

    Saltus' website
  • 73% of HNW clients paying ‘right’ amount of tax

    Most HNW taxpayers say they pay the 'right amount' of income tax

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