Companies
Herbert Scott expands with adviser hire
New planner at Chartered firm
Lumin Wealth sells majority stake to Swiss VZ group
Five-year plan
Phoenix Group set to sell European business for £550m
Advanced discussions
FE fundinfo acquires cashflow planning provider CashCalc
Better advice outcomes
Celtic Financial Planning sets up London office and makes Chartered hire
North Wales and Canary Wharf
Aviva's restricted operation ditches retirement-only advice remit
Invesetment advice move
Consolidator IWP completes fourth acquisition in a month
Newcastle hub
Brunel Wealth acquires Bristol-based Academy Associates
Principal Tom Jones moves with firm
Fairstone signs third acquisition deal of 2021
Findlay & Company Financial Services
TEAM withdraws takeover bid after Tavistock rallies opposition
Share capital of 51% poised to fight
Quilter platform flows hit record £1bn in March
'Beating heart of businesss'
Progeny boosts Scottish presence with advice firm acquisition
Second acquisition this year
Aviva names Rob Barker retirement business managing director
Replaces Lindsey Rix
Octopus acquires Hatch Financial Coaching
Financial coaching for mass market
IWP continues acquisition spree with three IFA buyouts
Bought 22 firms in two years
Quilter sells international business for £483m
Simplifies structure
Lumin Wealth adds £75m AUM with third adviser acquistion
Hertfordshire-based firm
Tilney Smith & Williamson names Prakash COO as Reid retires
Reid to take on advisory role
Private equity backs Chartered firm Skerritts with £55m for acquisition push
‘Vertical integration opportunities’
Quilter to cut restricted advisers; Pre-tax profits down 8% during 'demanding year'
'Small number' to exit in 2021
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.
