Financial Planning firm Finli Group has struck deals to acquire three advice firms as it notches up a total of 21 acquisitions so far this year.
Read more ...Perspective boosts AUM by £650m with 3 takeovers
- Thursday, 18 December 2025
- Articles
Fast growing whole of market Financial Planner and wealth manager Perspective Financial Group has completed three acquisitions of financial advisory businesses.
Read more ...HMRC warns of potential wave of Self Assessment tax scams
- Wednesday, 17 December 2025
- Articles
HMRC has warned taxpayers to be vigilant after receiving more than 4,800 reports of Self Assessment scams since February.
Read more ...Axing Triple Lock will harm 10m pension savers
- Wednesday, 17 December 2025
- Articles
Former Pensions Minister Sir Steve Webb, a partner at retirement consultancy lcopLCP, has warned that axing or significantly diluting the pensions Tripe Lock would mean an additional 10m pension savers will face an “inadequate” pension.
Read more ...CISI picks Barclays adviser Rholo Mba as Jersey President
- Wednesday, 17 December 2025
- Articles
The Chartered Institute for Securities & Investment (CISI), the professional body for Certified Financial Planners, has selected Rholo Mba Chartered FCSI as President of the CISI’s Jersey branch.
Read more ...Transact parent reports pre-tax profit up 7% to £75.4m
- Wednesday, 17 December 2025
- Articles
IntegraFin Holdings, the parent company of adviser platform Transact, has today reported full year profits up 7% to £75.4m thanks to strong growth in earnings.
Read more ...CPI inflation declines more than expected to 3.2%
- Wednesday, 17 December 2025
- Articles
The Consumer Prices Index (CPI), the UK’s main measure of inflation, rose by 3.2% in the 12 months to November, down from 3.6% in the 12 months to October.
Read more ...Isio unveils new MPS with a swipe at rivals
- Tuesday, 16 December 2025
- Articles
Employee benefit and wealth management firm Isio has launched a new Model Portfolio Service (MPS) with criticism of existing players in the market.
Read more ...AJ Bell bolsters Gilt MPS range with new launch
- Tuesday, 16 December 2025
- Articles
AJ Bell Investcentre, the adviser investment platform arm of AJ Bell, has added to its Gilt MPS range with the launch of the new Gilt MPS 4.
Read more ...3 in 4 financial advisers expect IHT advice boom
- Tuesday, 16 December 2025
- Articles
More than three in four financial advisers (77%) expect a surge in workload due to the imposition of IHT on unused pensions from April 2027, according to a new survey.
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