Two former RBC Wealth managers have launched a new HNW wealth adviser called Six Degrees.
Read more ...Wealth at Work launches Corporate ISA
- Wednesday, 01 November 2023
- Articles

Financial wellbeing and retirement advice specialist Wealth at Work has launched a Corporate ISA aimed at employees who want to save tax efficiently.
Read more ...Cooper Parry buys Chartered Planner Chamberlyns
- Wednesday, 01 November 2023
- Articles

Cooper Parry Wealth (CPW) has acquired Luton-based Chartered Financial Planning firm Chamberlyns in its latest deal.
Read more ...Lumin Wealth acquires £95m AUM Bucks Planner
- Wednesday, 01 November 2023
- Articles

Chartered Financial Planner Lumin Wealth has acquired B W Financial Consultants Ltd, a Financial Planning firm based in Penn, Buckinghamshire for an undisclosed amount.
Read more ...Odey Asset Management to wind down
- Tuesday, 31 October 2023
- Articles

Odey Asset Management - including subsidiaries Brook Asset Management and Odey Wealth - is to close down following sex scandal accusations that engulfed its owner Crispin Odey earlier this year.
Read more ...PFS refutes claims of ‘missing’ £10m
- Tuesday, 31 October 2023
- Articles

The Personal Finance Society has refuted as “simply incorrect” claims that £10m is ‘missing’ from its funds.
Read more ...Evelyn Partners' AuMA up 6.9% to £55.6bn in Q3
- Tuesday, 31 October 2023
- Articles

Wealth manager and Financial Planner Evelyn Partners has reported a 6.9% year on year rise in Assets Under Management and Advice (AuMA) to £55.6bn for its Q3 (Q3 2022: £52bn).
Read more ...Brooks Macdonald to cut 55 jobs
- Tuesday, 31 October 2023
- Articles

Wealth and investment manager Brooks Macdonald is to cut 55 jobs - about 10% of its workforce - as part of cost-cutting measures announced today.
Read more ...Preview: PFS Annual Conference in Wales on Thursday
- Tuesday, 31 October 2023
- Articles

The Personal Finance Society (PFS), the 40,000-member professional body for Chartered Financial Planners, is holding its one-day 2023 National Conference at the new International Convention Centre near Newport, Wales on Thursday (2 November).
Read more ...FSCS protection to be extended to Long Term Asset Funds
- Monday, 30 October 2023
- Articles

The Financial Conduct Authority confirmed in a policy statement today that Long Term Asset Funds (LTAFs) will be covered by the Financial Services Compensation Scheme.
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