Companies

PlannerPal raises £4.3m to build 'client intelligence layer'

Companies

PlannerPal raises £4.3m to build 'client intelligence layer'

Funding round led by Mercia Ventures

clock 07 October 2026 • 2 min read
Fairstone adds £170m AUM with Sussex financial planner acquisition

Companies

Fairstone adds £170m AUM with Sussex financial planner acquisition

Foundation Financial Planning joins Fairstone after BDO programme

clock 07 October 2026 • 2 min read
SJP tilts away from corporate bonds and emerging markets in multi-asset rebalance

Companies

SJP tilts away from corporate bonds and emerging markets in multi-asset rebalance

Increases government bond exposure

clock 07 October 2026 • 2 min read
SJP business sale scheme enhancement not linked to recent adviser departures

Companies

SJP business sale scheme enhancement not linked to recent adviser departures

Improvements on existing process rather than overhaul

clock 06 October 2026 • 2 min read
Perspective acquires five advice firms adding £600m AUA

Companies

Perspective acquires five advice firms adding £600m AUA

Latest cluster of buys brings total deals this year to 19

clock 05 October 2026 • 2 min read
Lync Wealth Management buys West Midlands financial planning firm

Companies

Lync Wealth Management buys West Midlands financial planning firm

Snaps up TKV Financial Management

clock 01 October 2026 • 1 min read
AAF puts Europe plans on hold shortly after launch

Companies

AAF puts Europe plans on hold shortly after launch

Blames economic climate and Brexit ‘uncertainty’

clock 01 October 2026 • 2 min read
Liontrust to snap up Hawksmoor's fund management and MPS business for initial £6m

Companies

Liontrust to snap up Hawksmoor's fund management and MPS business for initial £6m

Expected completion by 31 December

clock 30 September 2026 • 1 min read
Barclays receives targeted support authorisation

Companies

Barclays receives targeted support authorisation

To be introduced through ‘carefully controlled rollout’

clock 29 September 2026 • 2 min read
L&G targets 10% job cuts to tackle 'complex' structure

Companies

L&G targets 10% job cuts to tackle 'complex' structure

Asset management unaffected

clock 24 September 2026 • 2 min read