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  • 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.

  • Richard Percy, Chairman of the NFU Mutual's Charitable Trust

    Flood victims get £50k donation from pensions firm

  • AFH chief executive Alan Hudson

    AFH buys regional South West IFA firm for £4.2m

  • Castleton FP website

    Harwood buys Castleton Financial Planning for £1.6m

  • Neil Rushton of Old Mill

    Old Mill hires Chartered Planner for wealth team  

  • Albert Goodman partners (L-R) Chris Lewis, Jim Duggan, Chris Walford and some of the North Somerset team at the new offices

    Albert Goodman moves to bigger office in Somerset

  • Jon Orchard, partner at Old Mill

    Financial Planning firm hands £50,000 to good causes

  • Mark Howlett, chief executive, Liberate

    Liberate Wealth acquires £275m AUM Planner

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