North London-based Engage Financial Services has made its first acquisition with a deal to buy lifestyle Financial Planning firm Kench & Co Financial Services from its parent accountancy firm.
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North London-based Engage Financial Services has made its first acquisition with a deal to buy lifestyle Financial Planning firm Kench & Co Financial Services from its parent accountancy firm.
Read more ...Two former pension trustees are to face trial at Crown Court accused of arranging £700,000 in illegal loans and investments.
Read more ...A major new consumer survey from the Financial Conduct Authority has revealed that 7.8m people are finding it hard to keep up with their bills - up 2.5m since 2020.
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Growing wealth manager Advanta is to acquire £150m AUM Genesis Financial Planning, its first acquisition in London and one of seven acquisitions planned this year.
Read more ...Platform and wealth manager Hargreaves Lansdown is to consult with shareholders after a revolt against board re-elections saw over 30% vote against the re-election of chair Deanna Oppenheimer.
Read more ...Wealth manager and Financial Planner St James's Place has reported a near £5bn drop in Funds Under Management and a sharp dip in inflows in its latest quarterly trading figures.
Read more ...Schroders Personal Wealth, the joint venture Financial Planning arm of Schroders and Lloyds Bank, has appointed Graham Bastin as its new chief technology officer (CTO).
Read more ...Wealth manager and Financial Planner Quilter has been hit by a sharp fall in inflows in Q3, blaming the decline partly on cost of living pressures hitting clients.
Read more ...A surge in client demand and rising staff numbers have spurred North Wales-based Celtic Financial Planning to open a third office.
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