Specialist lender and savings provider Hampshire Trust Bank is to acquire Wesleyan Bank, the savings and ISA arm of Wesleyan Assurance Society.
Read more ...NatWest faces hefty fine for money laundering
- Thursday, 07 October 2021
- Articles

National Westminster Bank Plc has pleaded guilty to money laundering offences related to £400m transferred to a Bradford gold dealer.
Read more ...Fiducia Wealth appoints 3 following MBO
- Thursday, 07 October 2021
- Articles

Chartered Financial Planner firm Fiducia Wealth Management has appointed three new key personnel following the completion of a management buy out.
Read more ...Planners urged to go back to school - to teach
- Thursday, 07 October 2021
- Articles

Teachers want more Personal Finance Society members raising their hands to go back to school to teach school students essential money skills, according to the PFS.
Read more ...Tilney S&W in £300k boost for disadvantaged young
- Thursday, 07 October 2021
- Articles

Tilney Smith & Williamson has launched its first corporate charity partnership with Impetus, a charity aimed at helping disadvantaged younger people.
Read more ...Tavistock avoids £7m sale tax charge
- Thursday, 07 October 2021
- Articles

The sale of Tavistock Wealth to Titan Wealth has qualified for substantial shareholding exemption (SSE), saving wealth manager and Financial Planner Tavistock Investments from paying £7m in tax on the sale.
Read more ...Family wealth 'at risk' for next generation - SJP
- Thursday, 07 October 2021
- Articles

Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned.
Read more ...Fairstone acquires Chartered Planner Chadney Bulgin
- Thursday, 07 October 2021
- Articles

Fairstone has acquired the major Southern Chartered Financial Planning group Chadney Bulgin, adding £850m in assets under management.
Read more ...FE fundinfo acquires Down Under fintech
- Wednesday, 06 October 2021
- Articles

Expanding fintech FE fundinfo, which provides fund data and tech services in the UK and worldwide, has taken over Australian firm Zenith Group in a deal which includes including Zenith Investment Partners and Chant West, a research and ratings firm.
Read more ...Openwork network hires new COO from NatWest
- Wednesday, 06 October 2021
- Articles

Openwork Partnership, one of the UK’s biggest adviser networks, has recruited Frank Meere from NatWest to be its new chief operating officer.
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