Gary Stran, a non-executive director at troubled wealth manager and Financial Planner WH Ireland, has quit the company today (5 November), two months ahead of his planned departure. The company’s chair Simon Moore may also depart early.
Read more ...Director of troubled WH Ireland quits 2 months early
- Wednesday, 05 November 2025
- Articles
A third of advisers want to sell up – survey
- Monday, 13 October 2025
- Articles
Nearly a third of financial advisers (30%) want to sell their firms, according to a survey.
Read more ...Fairstone acquires £120m AUM East Anglia adviser firm
- Wednesday, 01 October 2025
- Articles
Financial Planning-focused wealth manager Fairstone has boosted its footprint in East Anglia with the acquisition of a Norfolk-based Financial Planning firm.
Read more ...K3 takes stakes in 2 advisers as it launches new division
- Wednesday, 20 August 2025
- Articles
Bolton-based business advisory platform K3 Capital Group has launched a financial services division built around significant new investments in Pareto Financial Planning and Luna Investment Management.
Read more ...Shackleton buys £900m AUM South West Planner Chetwood
- Thursday, 03 July 2025
- Articles
Expanding Financial Planner Shackleton has acquired South West-based Financial Planning and wealth management group Chetwood, adding £900m in AUM to its assets.
Read more ...Editor’s Comment: Time to halt 'anti-social' social media
- Friday, 06 June 2025
- Articles
Today the FCA announced it was spearheading a global crackdown on rogue social media influencers. About time many will say.
Read more ...Editor’s Comment: A business merger or a shotgun wedding?
- Friday, 30 May 2025
- Articles
One of the big Financial Planning stories of the week was the merger announced of two of the more significant players in the wealth management / Financial Planning space: Mattioli Woods and Kingswood.
Read more ...Saltus buys £400m AUM Herts Financial Planner
- Friday, 23 May 2025
- Articles
Financial Planner and wealth manager Saltus has acquired £400m AUM Herts-based Financial Planning firm Delta Financial Management.
Read more ...Westerby snaps up pension and IFA firm Redswan
- Friday, 11 April 2025
- Articles
Wealth adviser and pensions firm Westerby Group - which recently moved to an employee-ownership model - has acquired specialist pension provider and IFA firm Redswan.
Read more ...EQ Investors mulls potential sale
- Friday, 04 April 2025
- Articles
Employee-owned wealth manager and Financial Planner EQ Investors (EQI) is considering significant changes to its ownership which could include sale to a larger business.
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