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Companies

Close Brothers AM buys Dorset-based IFA adding £220m in assets

Companies

Close Brothers AM buys Dorset-based IFA adding £220m in assets

The wealth manager’s purchase of Bottriell Adams is subject to approval

clock 13 December 2023 • 1 min read
Birmingham-based British Steel advice firm declared failed by FSCS

Companies

Birmingham-based British Steel advice firm declared failed by FSCS

BlueSky Wealth Management was placed into liquidation in April

clock 13 December 2023 • 1 min read
7IM snaps up City-based advice firm bringing AUM to £22bn

Companies

7IM snaps up City-based advice firm bringing AUM to £22bn

First acquisition following 7IM’s £255m sale to Canadian pension fund

clock 11 December 2023 • 1 min read
British Steel-linked advice firm goes under FSCS investigation

Companies

British Steel-linked advice firm goes under FSCS investigation

Inspirational Financial Management entered administration in November

clock 05 December 2023 • 1 min read
FSCS declares Birmingham-based advice firm in default

Companies

FSCS declares Birmingham-based advice firm in default

All claims are related to self-invested personal pensions advice

clock 04 December 2023 • 1 min read
Finura acquires financial planning firm adding £90m in client assets

Companies

Finura acquires financial planning firm adding £90m in client assets

The firm has completed its acquisition of Tenacity Wealth Management

clock 01 December 2023 • 2 min read
Yardstick launches training programme with NextGen Planners

Companies

Yardstick launches training programme with NextGen Planners

The programme will provide training on a variety of areas within advice

clock 29 November 2023 • 1 min read
FCA bans and fines two advisers over British Steel transfers

Companies

FCA bans and fines two advisers over British Steel transfers

Nigel Lewis and Susan Jones are both banned from giving pensions advice

clock 27 November 2023 • 2 min read
Perspective adds £205m in assets with twentieth acquisition of 2023

Companies

Perspective adds £205m in assets with twentieth acquisition of 2023

The group has snapped up Primera Wealth Management

clock 23 November 2023 • 2 min read
Advice firm restricted by FCA after failing to pay British Steel redress

Companies

Advice firm restricted by FCA after failing to pay British Steel redress

KBFS Financial is now prevented from carrying out regulated activity

clock 15 November 2023 • 1 min read
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