Financial advisory firm Frenkel Topping has reported a 93% rise in revenue in its interim results today thanks to a rapid acquisition strategy.
Read more ...Company honours founder and Covid-19 victim Alan Steel
- Friday, 17 September 2021
- Articles
Alan Steel Asset Management, the Scottish investment and wealth management company founded by industry veteran Alan Steel - who has died from Covid-19 - paid tribute to him today in a public statement.
Read more ...FCA bans IFA after child sex offence
- Friday, 17 September 2021
- Articles
The FCA has banned financial advisory firm director Jon Frensham (formerly known as Jonathan James Hunt) from performing any regulated activity after his conviction for a child sex offence.
Read more ...Industry veteran Alan Steel dies after Covid-19 illness
- Friday, 17 September 2021
- Articles
Industry veteran Alan Steel, chairman of Alan Steel Asset Management, has died after losing his battle with Covid-19.
Read more ...SIPP consolidator buys SSAS firm
- Friday, 17 September 2021
- Articles
London-based SIPP and SSAS consolidator Wilton has signed a deal to acquire SSAS firm Bespoke in the latest move in a rapid acquisition drive.
Read more ...FCA rejects application from long-standing CMC
- Friday, 17 September 2021
- Articles
The Financial Conduct Authority has rejected an application for authorisation from a Claims Management Company which has been in business since 2006.
Read more ...97% of advisers updated CIP in past year
- Friday, 17 September 2021
- Articles
The vast majority of financial advisers (97%) with a Centralised Investment Proposition (CIP) have updated it in the last 12 months or plan to do so, according to new research.
Read more ...Just Wealth trains advisers for ESG boom
- Friday, 17 September 2021
- Articles
Financial advice firm Just Wealth - part of estate agent group Spicerhaart - is training its self-employed advisers in advising investors on ESG options as a boom in ESG investing gets under way.
Read more ...The Financial Planning Business Growth Stars
- Thursday, 16 September 2021
- Articles
Some of the most successful Financial Planning firms in the UK have shared the inspiring stories of how they have both survived and prospered during the pandemic in the new issue of Financial Planning Today Magazine.
Read more ...Planner team completes Three Peaks challenge
- Thursday, 16 September 2021
- Articles
A five-strong team from Belmayne Independent Chartered Financial Planners of Dronfield, near Sheffield, has raised over £500 for charity by completing the Yorkshire Three Peaks Challenge.
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