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Companies

Entrepreneurial WIFA contender launches financial planning firm

Companies

Entrepreneurial WIFA contender launches financial planning firm

Frankie Smith has launched two businesses at the age of 29

clock 21 March 2024 • 3 min read
The Penny Group acquires Midlands-based HNW advice firm

Companies

The Penny Group acquires Midlands-based HNW advice firm

Latest deal as part of the Chartered firm’s ‘buy and build’ strategy

clock 12 March 2024 • 2 min read
FCA fines advice firm nearly £900,000 over British Steel failings

Companies

FCA fines advice firm nearly £900,000 over British Steel failings

IFM ‘poorly advised’ clients to transfer out of DB pension schemes

clock 11 March 2024 • 2 min read
Swindon advice firm declared failed by FSCS for pensions advice

Companies

Swindon advice firm declared failed by FSCS for pensions advice

A.P Financial Services UK is no longer trading

clock 11 March 2024 • 1 min read
Aviva confident for 2024 as operating profit up 9% last year

Companies

Aviva confident for 2024 as operating profit up 9% last year

Aviva released its full-year 2023 financial results

clock 07 March 2024 • 2 min read
Quilter adjusted profit for 2023 jumps 25% to £167m

Companies

Quilter adjusted profit for 2023 jumps 25% to £167m

Preliminary results for the year ended 31 December 2023

clock 06 March 2024 • 4 min read
St James's Place slumps 30% after £426m client refunds provision

Companies

St James's Place slumps 30% after £426m client refunds provision

SJP made a £426m provision to refund clients on ongoing advice fees

clock 28 February 2024 • 3 min read
St James's Place slumps 30% after £426m client refunds provision

Companies

St James's Place slumps 30% after £426m client refunds provision

SJP made a £426m provision to refund clients on ongoing advice fees

clock 28 February 2024 • 3 min read
Two advice firms join Quilter Financial Planning network

Companies

Two advice firms join Quilter Financial Planning network

Sports Media and Entertainment WM and Holroyd Wealth Management join

clock 26 February 2024 • 1 min read
Standard Life and Fidelity unveil smoothed fund for advice sector

Companies

Standard Life and Fidelity unveil smoothed fund for advice sector

The fund will be offered to advisers directly through the Fidelity platform

clock 26 February 2024 • 2 min read
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