Former Personal Finance Society President Caroline Stuart has teamed up with communication professional Melissa Kidd to launch a new learning and development service focusing on people skills.
Read more ...Irwin Mitchell acquires Leeds wealth manager
- Thursday, 06 April 2023
- Articles

Legal and financial services provider Irwin Mitchell has acquired Leeds-based wealth manager Andrews Gwynne LLP.
Read more ...FCA orders wealth manager to halt trading as arrest made
- Thursday, 06 April 2023
- Articles

The FCA has ordered Newcastle-based wealth manager WealthTek Limited Liability Partnership to cease all regulated activities following the discovery of regulatory and operational issues.
Read more ...London-based Chartered Planner buys Hants IFA
- Thursday, 06 April 2023
- Articles

Wimbledon-based Chartered Financial Planning firm Holborn Financial has acquired Whitchurch-based IFA Kingsley Financial Management for an undisclosed sum.
Read more ...PFS orders independent review of governance
- Wednesday, 05 April 2023
- Articles

The Personal Finance Society has commissioned an independent review of its governance following criticism from parent body the Chartered Insurance Institute.
Read more ...FCA charges first individuals behind a cloned firm
- Wednesday, 05 April 2023
- Articles

The FCA has begun criminal proceedings against four individuals allegedly involved in a £1.4m investment fraud involving a number of firms, including two ‘cloned’ firms.
Read more ...Watchdog outlines campaign to cut financial crime
- Wednesday, 05 April 2023
- Articles

The Financial Conduct Authority has outlined its plans to reduce and prevent financial crime as part of its 2023/24 Business Plan released today.
Read more ...FCA increases fees for Planner firm category by 8.9%
- Wednesday, 05 April 2023
- Articles

The Financial Conduct Authority has revealed plans to raise its annual fee charged to its Financial Planning firm segment by 8.9% for 2023/24.
Read more ...Admin error sees Fairstone director temporarily removed
- Wednesday, 05 April 2023
- Articles

An administration error by one of Fairstone’s lawyers saw Tom Taylor removed temporarily as a director of the company.
Read more ...Quilter assets drop 11% as net flows plunge 55%
- Wednesday, 05 April 2023
- Articles

Assets under management and administration for Financial Planner and wealth manager Quilter dropped 11% to £99.6bn in 2022.
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