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Companies

Fairstone acquires Belfast advice firm

Companies

Fairstone acquires Belfast advice firm

Consolidator snaps up Ferguson Hill Asset Management

clock 19 August 2026 • 2 min read
Canaccord Wealth acquires EFG's wealth business

Companies

Canaccord Wealth acquires EFG's wealth business

Snaps up £3.1bn AUM EFG Harris Allday

clock 19 August 2026 • 2 min read
Octopus defends £3bn IHT scheme as scrutiny intensifies over lending disclosure

Companies

Octopus defends £3bn IHT scheme as scrutiny intensifies over lending disclosure

Criticism of transparency on Fern Trading lending activities

clock 18 August 2026 • 4 min read
Openwork's 2Plan finishes compensating clients after putting £1m aside

Companies

Openwork's 2Plan finishes compensating clients after putting £1m aside

Eventual redress bills for ongoing service and rebalancing issues below original provisions

clock 14 August 2026 • 2 min read
FSCS opens claims for HDH Investment Services amid investigation

Companies

FSCS opens claims for HDH Investment Services amid investigation

Investment advisory firm entered liquidation in April after FCA probe

clock 14 August 2026 • 1 min read
Norwich advice firm declared failed by FSCS

Companies

Norwich advice firm declared failed by FSCS

Signpost Financial Planning faces claims over general investments and SIPPs

clock 13 August 2026 • 1 min read
Perspective posts £72.7m turnover and pulls into profit in 2025

Companies

Perspective posts £72.7m turnover and pulls into profit in 2025

Acquisitions drive growth

clock 13 August 2026 • 2 min read
Fintel Services launches exit and acquisition proposition

Companies

Fintel Services launches exit and acquisition proposition

Called the Affinity Programme

clock 13 August 2026 • 1 min read
Beckett IM sees majority PE stake sold to WestBridge

Companies

Beckett IM sees majority PE stake sold to WestBridge

Sees majority exit from Foresight Group

clock 13 August 2026 • 2 min read
St James's Place adds four appointed representatives

Companies

St James's Place adds four appointed representatives

Takes partner practice numbers to about 2,700

clock 12 August 2026 • 3 min read
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