New Planning group launches with two acquisitions

A new Financial Planning and fund management firm launched today with the acquisition of Charter Financial Planning and Rice Whatmough Crozier.


Exclusive: True Potential CEO warns about high bids for firms

Daniel Harrison, chief executive of recently-acquired Financial Planning and wealth management firm True Potential, has warned owners of Financial Planning firms to beware of over-generous offers for their businesses.


STM makes COO redundant as it downsizes exec team

STM Group, the international financial services provider which owns Carey Pensions (now known as Options), is to make its chief operating officer Peter Marr redundant in the second half of the year as it downsizes its executive team.


Sanlam to sell UK Planning business

Sanlam is to sell its UK Financial Planning and wealth management businesses but will retain its UK asset management arm.

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