Fast growing national Financial Planning firm Wren Sterling has acquired the Financial Planning division of the Kent-based insurance broker and financial adviser the Howe Maxted Group.
Wealth management trade body PIMFA has published its agenda for government over the next five years of the current Parliament, calling for a combination of change and stability.
London-based IFA Donre Advisory Limited (FRN 513993) - which previously traded as Basi & Basi Financial Planning Limited and has a SIPP subsidiary - has gone into liquidation two months after the FCA restricted its business activities.
More than two-thirds (69%) of advisers don’t have a plan in place to tackle one of the largest ever transfers of wealth due to take place between generations over the next 20-30 years.
Integrafin (IHP), the parent company of adviser platform Transact, has reported advised client numbers rose 2% to a record 234,000 in the three months to the end of June.
Data provider Defaqto, owned by SimplyBiz parent Fintel, has conditionally acquired fund ratings and research agency RSMR for an undisclosed amount, subject to regulatory approval.
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