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Companies

FCA warns about unregulated advice firm

Companies

FCA warns about unregulated advice firm

Regulator says consumers should avoid Pinnaclewealth-advirsors.pro

clock 03 December 2024 • 1 min read
Quilter Cheviot unveils investment proposal tool for advisers

Companies

Quilter Cheviot unveils investment proposal tool for advisers

Aims to ‘streamline processes’

clock 03 December 2024 • 2 min read
Tavistock receives £22m for advice business sale to Saltus

Companies

Tavistock receives £22m for advice business sale to Saltus

Firm says it is in a stronger position to generate ‘superior’ growth

clock 02 December 2024 • 2 min read
Söderberg & Partners invests in three more IFA businesses

Companies

Söderberg & Partners invests in three more IFA businesses

Swedish firm continues to back small IFA firms in UK

clock 02 December 2024 • 2 min read
St James's Place to make 500 job cuts as part of cost cutting plan

Companies

St James's Place to make 500 job cuts as part of cost cutting plan

Adviser partnership not included in the cuts

clock 02 December 2024 • 2 min read
MKC Wealth makes double IFA acquisition

Companies

MKC Wealth makes double IFA acquisition

Both firms have been acquired for an undisclosed sum

clock 25 November 2024 • 2 min read
Tavistock acquires asset manager and moves forward with Saltus advice sale

Companies

Tavistock acquires asset manager and moves forward with Saltus advice sale

Will receive £22m by 2 December

clock 22 November 2024 • 2 min read
The Penny Group adds £90m of assets with Surrey planning firm buy

Companies

The Penny Group adds £90m of assets with Surrey planning firm buy

Chartered firm snaps up Whiting Financial

clock 20 November 2024 • 2 min read
FSCS declares Stoke-on-Trent advice firm failed for pension transfer advice

Companies

FSCS declares Stoke-on-Trent advice firm failed for pension transfer advice

Norrix Financial Services was dissolved this month

clock 20 November 2024 • 1 min read
FSCS to pay out £372m as it faces more highly complex advice claims

Companies

FSCS to pay out £372m as it faces more highly complex advice claims

Higher than the £363m anticipated

clock 19 November 2024 • 2 min read
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