Wealth manager and Financial Planner Evelyn Partners has boosted its Edinburgh office with the appointment of Chartered Financial Planner Duncan Arthur as Financial Planning director.
Financial Planning firm Tavistock Investments has acquired Precise Protect, an insurance and protection business based in Bangor, Northern Ireland, for £7m.
Three individuals behind an investment fraud which conned £1.2m from UK investors have been convicted and sentenced to a total of 24.5 years.
Adviser support firm and Sense network owner Adviser Services Holdings Limited (ASHL), has launched a new national advice business called LYNC Wealth Management after making two wealth manager acquisitions.
The Financial Planning Standards Board (FPSB), the global Financial Planning professional body, has launched a major update to its global Financial Planning standards to take account of evolving technology and trends in the profession.
Former Personal Finance Society President Caroline Stuart has teamed up with communication professional Melissa Kidd to launch a new learning and development service focusing on people skills.
Legal and financial services provider Irwin Mitchell has acquired Leeds-based wealth manager Andrews Gwynne LLP.
The FCA has ordered Newcastle-based wealth manager WealthTek Limited Liability Partnership to cease all regulated activities following the discovery of regulatory and operational issues.
Wimbledon-based Chartered Financial Planning firm Holborn Financial has acquired Whitchurch-based IFA Kingsley Financial Management for an undisclosed sum.
The Personal Finance Society has commissioned an independent review of its governance following criticism from parent body the Chartered Insurance Institute.