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

Read more ...

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.”

Read more ...

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

Read more ...

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.

Read more ...

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.

Read more ...

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

Read more ...

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.

Read more ...

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.

Read more ...

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

Read more ...

Discretionary wealth manager Quilter Cheviot has appointed Caroline Simmons as its new chief investment officer.

Read more ...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/