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 ...IWP acquires Sussex Financial Planner firm
- Monday, 21 September 2020
- Articles

Independent Wealth Planners has acquired Southern-based Financial Planning firm Hunter Hammond Daniel Associates to establish its first presence in Sussex.
Read more ...Schroders buys £2.2bn London firm serving UHNW clients
- Friday, 18 September 2020
- Articles

Schroder’s Cazenove Capital business is to acquire London-based UHNW family office Sandaire in a drive to expand its wealth management business globally.
Read more ...Kingswood buys Surrey Chartered Financial Planner for £3.45m
- Friday, 18 September 2020
- Articles

Wealth manager and Financial Planner Kingswood is to acquire Surrey-based Chartered Financial Planner firm Regency Investment Services for £3.45m.
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