National Financial Planning and wealth management group Perspective Financial has today announced the acquisition of North West-based IFA practice, Investment Principles Ltd.

Preston-based Ludlow Wealth Management Group is growing its presence in Edinburgh with a new hire.

The FCA has issued a warning over a “scam” wealth management firm, which it says, is operating without authorisation.

A Yorkshire-based wealth management firm Leodis Wealth has appointed a new chief executive and promoted a new member to its board of directors.

Wealth management firm Perspective Financial Group has today revealed the acquisition of Newcastle-based IFA practice, Galloway Whitfield (Life & Pensions) Ltd.

Cyprus based finance professionals are being offered the chance to study for the CISI’s Chartered Wealth Manager qualification.

A wealth management company is celebrating after gaining coveted Chartered Financial Planners status.

St James’s Place boosted adviser numbers, to just 46 short of 4,000, a trading update has revealed.

Wealth manager and Financial Planner Quilter Cheviot has appointed a new head of office at its Liverpool location.

Independent wealth management group KW Wealth has appointed a new group finance director.