The Financial Conduct Authority cancelled the registration of more than 440 mutual societies last year, most of which had already been wound up.

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Wealth manager Finli Group, formerly Solomon Capital Holdings, has acquired Scottish Chartered Financial Planners Clark Gillone for an undisclosed sum.

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International investment platform Novia Global has launched its own stocks and shares ISA to help UK expats’ savings avoid being left in what it calls “suspended animation.”

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Financial Planner and wealth manager Evelyn Partners has appointed Matt Dickens as Financial Planning director for the South of England. 

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Rhiannon Gogh of Bristol-based PlanIt Future Financial Limited has been named by wealth manager St James's Place as its Chartered Planner of the Year 2023.

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Life expectancy in local areas of England, Northern Ireland and Wales fell between 2020 and 2022 compared to 2001 to 2003, according to the latest ONS data out today.

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Financial planning-led wealth manager Atomos has shaken up its leadership time with four senior appointments.

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Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.

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Friday, 26 January 2024
Articles

The number of investors claiming tax relief on a Venture Capital Trust (VCT) investment in 2021/22 rose by 32% (year-on-year) to 25,800, a new report says.

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Steven Sussman has retired from his position of chairman at wealth manager JM Finn following a 26-year career at the firm.

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