Tilney, the wealth manager and Financial Planning group, is to acquire the wealth management business of accountants Moore Stephens LLP.
Read more ...Financial Planner buys Midlands HNW wealth manager
- Friday, 21 December 2018
- Articles
Financial Planner and investment group Tilney is set to acquire Midlands firm Index Wealth Management.
Read more ...Octopus launches new wealth management business
- Thursday, 20 December 2018
- Articles
Fast-growing Octopus has revealed it is developing a new wealth management business as it looks to bring financial advice to more people.
Read more ...Smith & Williamson boosts profits in ‘solid performance’
- Monday, 17 December 2018
- Articles
Wealth manager Smith & Williamson has hailed its “solid financial performance” as it boosted profits and maintained funds under management.
Read more ...James Hay boosts support to advisers with new hires
- Tuesday, 11 December 2018
- Articles
Retirement wealth planning platform, James Hay, has strengthened its sales team with new appointments.
Read more ...Chartered Financial Planning firm's MD gets top PFS role
- Monday, 10 December 2018
- Articles
The managing director of a Cambridgeshire-based Chartered Financial Planner has been appointed the new chairman of a regional PFS committee.
Read more ...Financial Planner fights to make military veterans IFAs
- Friday, 07 December 2018
- Articles
Financial Planner and wealth manager AFH’s programme to help former members of the Armed Forces train to become IFAs has got off to a successful start, with the Ministry of Defence awarding it the Armed Forces Covenant bronze award.
Read more ...New hires at firm that ‘emphasises Financial Planning’
- Friday, 30 November 2018
- Articles
Multi-family office Artorius Wealth Management has made a series of new appointments to help deliver its growth plans.
Read more ...Financial Planning income up 17.8% at Brewin Dolphin
- Wednesday, 28 November 2018
- Articles
Wealth manager and Financial Planner Brewin Dolphin increased Financial Planning income by 17.8%, the firm’s latest figures have revealed.
Read more ...Fiducia appoints Chartered Financial Planner as new director
- Tuesday, 30 October 2018
- Articles
Fiducia Wealth Management has appointed a Chartered Financial Planner as a new company director.
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