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Companies

Assets hit 'new high' of £2.4bn at Continuum as adviser numbers grow

Companies

Assets hit 'new high' of £2.4bn at Continuum as adviser numbers grow

Assets under influence grew 26% year-on-year

clock 19 November 2024 • 2 min read
65 years in advice: John Lamb Hill Oldridge's major milestone

Companies

65 years in advice: John Lamb Hill Oldridge's major milestone

'The underlying premise for what we do hasn't changed'

clock 18 November 2024 • 4 min read
FCA fines and bans pair for 'recklessly' breaching asset requirement

Companies

FCA fines and bans pair for 'recklessly' breaching asset requirement

Craig Buchan and Martin Cooke fined around £6,000 each

clock 18 November 2024 • 2 min read
Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

Companies

Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

The firm’s first entry into Northern Ireland

clock 18 November 2024 • 2 min read
Advice firm declared failed by FSCS over SIPP advice

Companies

Advice firm declared failed by FSCS over SIPP advice

One claim upheld so far against Charthouse Asset Management

clock 12 November 2024 • 1 min read
FCA warns of Rosemount clone

Companies

FCA warns of Rosemount clone

Fraudsters targeting individuals, FCA states

clock 11 November 2024 • 1 min read
Titan Wealth wins confidential information and harassment case against ex-employee

Companies

Titan Wealth wins confidential information and harassment case against ex-employee

Former staff member circulated confidential documents and offensive messages, judge finds

clock 07 November 2024 • 5 min read
NextGen Planners receives minority investment from entrepreneur James Ashford

Companies

NextGen Planners receives minority investment from entrepreneur James Ashford

Ashford takes 10% equity stake

clock 07 November 2024 • 2 min read
ASH Group sells national advice business Lync Wealth Management

Companies

ASH Group sells national advice business Lync Wealth Management

Lync has bought seven firms that manage a total of £500m

clock 06 November 2024 • 1 min read
One Four Nine Group makes first advice firm buy of 2024

Companies

One Four Nine Group makes first advice firm buy of 2024

National IFA has snapped up Nottingham-based Castlegate Capital

clock 06 November 2024 • 2 min read
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