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Global CFP numbers rise 5% with growth in UK

The number of Certified Financial Planner professional worldwide rose by 5.1% in 2023 to reach an all time record of 223,770.


Virgin Money buys out Abrdn JV for £20m

Virgin Money is to buy Abrdn’s 50% stake in their joint venture called Virgin Money Investments.


Ascot Lloyd hunts for new CEO as Stockton exits

Financial Planning firm Ascot Lloyd is searching for a new CEO to replace Nigel Stockton who is planning to stand down after running the business for eight years.


Chartered Planner buys Punter Southall FP arm

Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.