Financial Planner Tilney Smith & Williamson, which is re-branding to Evelyn Partners this summer, is to expand its presence in the North East with the Newcastle office doubling in size.
Read more ...Perspective snaps up 4 adviser firms
- Thursday, 17 March 2022
- Articles
Perspective Financial, the rapidly expanding Financial Planning and wealth management group, has acquired four adviser firms to notch up a milestone of 50 takeovers so far.
Read more ...Tenet opens fourth regional advice hub
- Thursday, 17 March 2022
- Articles
Adviser network Tenet has opened a fourth regional hub in Lichfield as it expands its owned advice business Tenet&You.
Read more ...Nearly 500 pension transfers trigger anti-scam interviews
- Wednesday, 16 March 2022
- Articles
A total of 488 people have so far completed a Pensions Safeguarding Guidance anti-scam interview since the new FCA pension transfer rules were introduced at the end of November.
Read more ...Planners concerned about threat of base rate rise
- Wednesday, 16 March 2022
- Articles
Financial Planners have shared concerns about the potential impact of a further rate rise by the Bank of England.
Read more ...Unique acquires fellow Openwork network Planner
- Wednesday, 16 March 2022
- Articles
Unique Financial Planning has acquired Watford-based Gerrard Byrne Financial Services (GBFS).
Read more ...FCA bites back against watchdog’s LCF criticisms
- Wednesday, 16 March 2022
- Articles
The Financial Conduct Authority has bitten back against accusations made by the Complaints Commissioner criticising the FCA register's role in the London Capital & Finance’s mini-bonds debacle.
Read more ...2 in 3 pension transfers show scam signs
- Wednesday, 16 March 2022
- Articles
The latest data on pension transfers from pension firm XPS suggests a “significant increase” in the proportion showing signs of potential scam activity.
Read more ...Cumbrian Planner partners with wealth manager
- Wednesday, 16 March 2022
- Articles
Cumbria-based Financial Planning firm Financial Management Bureau (FMB) has formed a partnership with wealth manager Robert Meacock and Company.
Read more ...Verso acquires £150m HNW wealth manager
- Tuesday, 15 March 2022
- Articles
Digital wealth manager Verso Wealth Management has acquired high-net-worth specialist wealth manager CDC Wealth Management for an undisclosed sum.
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