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Companies

Söderberg & Partners invests in four more UK IFA firms

Companies

Söderberg & Partners invests in four more UK IFA firms

Scandi advice giant backs four IFA firms as it continues UK expansion

clock 21 October 2024 • 2 min read
St James's Place FUM hits £184.4bn despite slight dip in flows

Companies

St James's Place FUM hits £184.4bn despite slight dip in flows

£890m net inflows

clock 17 October 2024 • 1 min read
Belfast-based Platinum Financial Planning eyes expansion

Companies

Belfast-based Platinum Financial Planning eyes expansion

Financial planning and wealth manager marks 20 years in business

clock 16 October 2024 • 1 min read
Hargreaves Lansdown shareholders approve £5.4bn takeover despite some pushback

Companies

Hargreaves Lansdown shareholders approve £5.4bn takeover despite some pushback

A total of 13% of shareholders voted against the deal

clock 15 October 2024 • 1 min read
Consolidator Verso Group completes 10-month integration project

Companies

Consolidator Verso Group completes 10-month integration project

Paused buyouts to focus on integrating seven businesses

clock 14 October 2024 • 1 min read
FCA warns on fraudsters cloning advice firm Wealth Solutions

Companies

FCA warns on fraudsters cloning advice firm Wealth Solutions

Midlands based firm rebranded as Amber River in November 2023

clock 10 October 2024 • 1 min read
Ex-SJP and Tenet adviser refused regulatory permissions by FCA

Companies

Ex-SJP and Tenet adviser refused regulatory permissions by FCA

‘Not appropriate’ for Murtaza Ashraf to carry out regulated activities

clock 08 October 2024 • 3 min read
Clarion Wealth Planning owner seals MBO deal after almost 40 years

Companies

Clarion Wealth Planning owner seals MBO deal after almost 40 years

Alderley Edge-based IFA bought by management team

clock 08 October 2024 • 2 min read
Brooks Macdonald buys Lift for £45m in financial planning push

Companies

Brooks Macdonald buys Lift for £45m in financial planning push

Lift has high-quality client base with £1.6bn assets under advice

clock 08 October 2024 • 2 min read
WTW Atomos buy-in heralds PE and hybrid advice 'direction of travel'

Companies

WTW Atomos buy-in heralds PE and hybrid advice 'direction of travel'

Atomos CEO: PE ‘professionalises the industry and gives it greater capital’

clock 04 October 2024 • 4 min read
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