Acquisitive Chartered Financial Planning firm Fairstone has acquired East2west Financial Services and Brantwood Financial Planning.
The managing director of partnership at wealth manager St James’s Place, Ian Gascoigne, is to retire from the board and as a director on 31 March.
Net inflows rose 136% to £3.5bn for the rebranded Quilter Investment Platform in 2021.
Total lending to homeowners over 55 via equity release grew by 24% year-on-year in 2021, according to the Equity Release Council.
A North-East Wales credit union has been declared in default by the Financial Services Compensation Scheme (FSCS).
Wealth manager Brewin Dolphin saw its Financial Planning income rise 25.3% to £11.9m in the first quarter of its financial year ending 31 December.
Acquisitive Financial Planning and wealth management firm Kingswood has acquired South-Yorkshire-based D.J.Cooke (Life & Pensions) in a deal totalling £1.5m.
Asset manager M&G’s wealth management arm has partnered with robo adviser Moneyfarm to launch a direct to consumer digital wealth proposition.
Martin Gilbert’s AssetCo has confirmed that it is to acquire investment manager River & Mercantile Group (RMG).
Tilney Smith & Williamson-owned platform Bestinvest is to “transform” into a hybrid advice service.