Crispin Odey pictured in a BBC interview in 2018. Courtesy: BBC

The FCA has issued a warning notice that it is preparing to take action against high profile fund manager Crispin Odey for demonstrating a "lack of integrity."

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Financial Planning Today 2024 Survey

 

The five winners of Financial Planning Today’s Financial Planning Profession Survey Prize Draw have been announced.

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Rockhold website

Investment platform and wealth manager 7IM has today struck a deal to acquire £2bn AUM MPS provider Rockhold Asset Management from national adviser firm ASHL.

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Friday, 01 November 2024
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Belmayne website

Belmayne, the North Derbyshire firm of Chartered Financial Planners, has added a new recruit to its expanding adviser team based in Dronfield, near Sheffield.

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FCA logo

The Financial Conduct Authority has banned Steven Hodgson and Paul Adams of Stockton-on-Tees-based Vintage Investment Services from advising customers on pension transfers and opt-outs.

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Kingswood website

AIM-listed acquisitive wealth manager and Financial Planner Kingswood Holdings has secured a £4m debt facility with an affiliate of private equity firm HSQ Investments Limited.

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FSCS website

A Midlands-based pension adviser firm has failed and been declared in default by the Financial Services Compensation Scheme, the industry compensation safety-net.

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Clifton Asset Management website

UK private equity firm CBPE Capital LLP has made a “strategic investment” in Bristol-based wealth and pensions manager Clifton Asset Management.

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Autumn Budget 2024 and Chancellor Rachel Reeves. Image courtesy: HM Treasury

 

From April 2027 inherited pension pots will be subject to inheritance tax (IHT), Chancellor Rachel Reeves announced today in her Budget.

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