Companies
Aviva full year profits rise; exits Italian market
Will pay down debt
SJP plans 200 job cuts as pandemic hits pre-tax profits
2020 full year results
Fairstone secures 'major' private equity investment from TA Associates
Alongside current backer Synova
Equilibrium's Gaynor Rigby to exit this summer
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Consolidator Kingswood completes WFI purchase with £3.5m payment
Deal struck in 2019
Clifton Wealth Partnership adds Hunt Financial Planning as AR
Specialises in large estates
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition
Conveyancing, land and property law
Phoenix set to buy 200-year old Standard Life brand from SLA - reports
SLA rebranding will not be immediate
Exclusive: Aviva overhauls declining advice proposition
Will offer simplified advice
Mattioli Woods acquires planning business Montagu for £2.3m
AUA worth £80m
Chartered trio launch Manchester-based financial planning firm
Three Chartered financial planners have joined forces to launch a new independent business called Sylvan Financial Management.
Openwork shakes up executive team
Creation of chief commercial officer role
Fairstone acquires Berkshire-based financial planner with £60m FUM
£800,000 annual fee income
Succession Wealth reports operating loss of £3.6m in 2020
Private equity-backed business
Perspective Financial Group acquires Corby-based planning firm
Northants and Cambs client base
Transact purchases financial planning software provider Time4Advice
First acquisition of 2021
Giles Dunning: The pitfalls to avoid when selling your IFA firm
Due diligence challenges
Former PFS president joins Plan Works
Expansion plans
ASH plans 'quality over quantity' growth after Network Direct rescue
Will grow network by offering a bespoke service
Adviser Services Holdings hands 'lifeline' to Network Direct advisers
Network Direct in voluntary administration
Consolidator Kingswood completes £3.45m Regency acquisition
Six IFAs and 1,000 clients
AFH adviser recruitment up but inflows hit by pandemic
12-month trading update
Advice firm Penguin Wealth swiftly resolves 'clever' email hack
Used company branding
First Wealth becomes 'B Corp' certified during pandemic
'We aim to disrupt this industry to its core'
