Chartered Financial Planner Fairstone has made £5.4m in excess payments to outperforming firms it has acquired through its downstream buy out programme.
Read more ...Fairstone makes £5.4m in excess payments to acquired firms
- Thursday, 19 November 2020
- Articles
Ex-Quilter Chartered Planner joins Tilney Exeter
- Wednesday, 18 November 2020
- Articles
Wealth manager Tilney, which merged with former rival lSmith & Williamson in September, is on a recruitment drive with the latest addition, Chartered Financial Planner Lisa Anderson, joining the Exeter office.
Read more ...2 insurers buy MoreThan owner in £7.2bn deal
- Wednesday, 18 November 2020
- Articles
Insurer RSA has recommended acceptance of a £7.2bn cash bid for the company from Canadian insurer Intact and Danish insurer Tryg.
Read more ...Kingswood completes £3.45m Planner firm takeover
- Wednesday, 18 November 2020
- Articles
Wealth manager and Financial Planner Kingswood has completed the acquisition of Surrey Chartered Financial Planner firm Regency Investment Services.
Read more ...CPI inflation rises from 0.5% to 0.7% in October
- Wednesday, 18 November 2020
- Articles
The Consumer Prices Index (CPI) 12-month rate rose to 0.7% in October from 0.5% in September, continuing a recent rising trend.
Read more ...72% of consumers reject paying for financial advice
- Wednesday, 18 November 2020
- Articles
Nearly three-quarters (72%) of people surveyed say they would not pay for financial advice, according to new research.
Read more ...Fairstone acquires home counties Financial Planner
- Tuesday, 17 November 2020
- Articles
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has completed the acquisition of Hampshire-based Cube Financial Planning under its downstream buy out (DBO) acquisition model.
Read more ...Women miss out on free pension guidance
- Tuesday, 17 November 2020
- Articles
Women are more likely to miss out on entitlement to free guidance despite having the most to gain, according to a new report.
Read more ...Newsmakers: PFS President Sarah Lord on levy fees crisis
- Tuesday, 17 November 2020
- Articles
New Personal Financial Society President Sarah Lord FPFS has spoken exclusively to Financial Planning Today about the work the professional body is doing to tackle rising FSCS levy fees and her thoughts on what makes Financial Planners special.
Read more ...Inflows at AFH hit by Coronavirus pandemic
- Tuesday, 17 November 2020
- Articles
Financial Planning-led wealth management firm AFH Financial has reported that its client inflows continue to be impacted by the Coronavirus pandemic.
Read more ...