The acquisition of Talbot and Muir by fellow SIPP provider Curtis Banks has satisfied its pre-conditions, including approval from the Financial Conduct Authority.
Read more ...Curtis Banks' Talbot and Muir acquisition gains FCA approval
- Tuesday, 06 October 2020
- Articles
Fidelity acquires low cost firm Cavendish Online
- Monday, 05 October 2020
- Articles
Fidelity has acquired low cost financial services dealing firm Cavendish Online and will add it to its Personal Investing platform.
Read more ...7IM acquires London-based Financial Planner
- Thursday, 01 October 2020
- Articles
Investment platform 7IM has acquired London-based Financial Planning firm Partners Wealth Management.
Read more ...M&G creates £28bn new wealth manager
- Wednesday, 30 September 2020
- Articles
Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.
Read more ...Perspective appoints group acquisitions director
- Tuesday, 29 September 2020
- Articles
Fast-growing Financial Planner Perspective Financial Group has appointed Sam Smith as its group acquisitions director as it looks to finalise more deals.
Read more ...LV= in exclusive talks with esure owner
- Monday, 28 September 2020
- Articles
LV= confirmed today it is in exclusive talks with Bain Capital, the US private equity owner of esure, about a potential deal.
Read more ...Fairstone client numbers rise to nearly 70,000
- Wednesday, 23 September 2020
- Articles
Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.
Read more ...Newsmakers: 7IM founder on launching new venture at 65
- Tuesday, 22 September 2020
- Articles
Justin Urquhart Stewart, one of the founders of platform 7IM and a well known TV and radio financial commentator familiar onscreen for his red braces, retired recently from 7IM. But instead of hanging up his boots at 65 he has thrown his weight behind a new SME investment start up called Regionally where he is chairman. Financial Planning Today editor Kevin O’Donnell interviewed him via video call about the new business and its plans.
Read more ...Frenkel Topping shifts acquisition strategy
- Tuesday, 22 September 2020
- Articles
Financial adviser Frenkel Topping is to shift its acquisition strategy away from the IFA market due to a lack of “suitable” targets.
Read more ...James Hay hires new CEO as Conway exits
- Monday, 21 September 2020
- Articles
Platform and SIPP firm James Hay has appointed former LV= group CEO Richard Rowney as its new chief executive to replace Alastair Conway.
Read more ...